Engrave Wealth Partners’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $238K | Buy |
871
+26
| +3% | +$7.12K | 0.07% | 69 |
|
|
2023
Q3 | $239K | Hold |
845
| – | – | 0.07% | 62 |
|
|
2023
Q2 | $253K | Buy |
+845
| New | +$253K | 0.08% | 56 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$2K | – | 75 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 382 |
|
|
2020
Q1 | $1K | Sell |
10
-27
| -73% | -$2.7K | ﹤0.01% | 377 |
|
|
2019
Q4 | $8K | Buy |
+37
| New | +$8K | 0.01% | 315 |
|