Evolution Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-168
| Closed | -$43K | – | 170 |
|
|
2021
Q3 | $43K | Buy |
168
+68
| +68% | +$17.4K | 0.01% | 231 |
|
|
2021
Q2 | $29K | Hold |
100
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $28K | Sell |
100
-40
| -29% | -$11.2K | 0.01% | 253 |
|
|
2020
Q4 | $38K | Buy |
140
+27
| +24% | +$7.33K | 0.01% | 199 |
|
|
2020
Q3 | $34K | Buy |
113
+41
| +57% | +$12.3K | 0.01% | 214 |
|
|
2020
Q2 | $17K | Buy |
72
+40
| +125% | +$9.44K | 0.01% | 219 |
|
|
2020
Q1 | $6K | Sell |
32
-15
| -32% | -$2.81K | ﹤0.01% | 235 |
|
|
2019
Q4 | $11K | Sell |
47
-29
| -38% | -$6.79K | ﹤0.01% | 280 |
|
|
2019
Q3 | $17K | Buy |
76
+37
| +95% | +$8.28K | 0.01% | 115 |
|
|
2019
Q2 | $9K | Buy |
+39
| New | +$9K | ﹤0.01% | 180 |
|