Financial Advocates Investment Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-881
| Closed | -$213K | – | 719 |
|
|
2024
Q1 | $213K | Buy |
+881
| New | +$213K | 0.01% | 695 |
|
|
2023
Q2 | – | Sell |
-708
| Closed | -$203K | – | 696 |
|
|
2023
Q1 | $203K | Buy |
+708
| New | +$203K | 0.01% | 676 |
|
|
2021
Q3 | – | Sell |
-1,169
| Closed | -$336K | – | 740 |
|
|
2021
Q2 | $336K | Buy |
1,169
+401
| +52% | +$115K | 0.02% | 569 |
|
|
2021
Q1 | $216K | Sell |
768
-242
| -24% | -$68.1K | 0.02% | 680 |
|
|
2020
Q4 | $276K | Sell |
1,010
-73
| -7% | -$19.9K | 0.02% | 584 |
|
|
2020
Q3 | $322K | Buy |
+1,083
| New | +$322K | 0.03% | 456 |
|