Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$970 | – | 95 |
|
|
2024
Q1 | $970 | Hold |
4
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $1.23K | Hold |
4
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $1.13K | Hold |
4
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $1.2K | Hold |
4
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $1.15K | Hold |
4
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $1.23K | Sell |
4
-3
| -43% | -$926 | ﹤0.01% | 304 |
|
|
2022
Q3 | $1.63K | Buy |
+7
| New | +$1.63K | ﹤0.01% | 239 |
|