Fermata 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-835
| Closed | -$210K | – | 161 |
|
|
2022
Q1 | $210K | Sell |
835
-60
| -7% | -$15.1K | 0.08% | 172 |
|
|
2021
Q4 | $273K | Sell |
895
-94
| -10% | -$28.7K | 0.1% | 140 |
|
|
2021
Q3 | $254K | Sell |
989
-33
| -3% | -$8.48K | 0.11% | 143 |
|
|
2021
Q2 | $295K | Buy |
+1,022
| New | +$295K | 0.17% | 104 |
|