First Foundation 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
Q3 | – | Sell |
-1,210
| Closed | -$312K | – | 359 |
|
|
2024
Q2 | $312K | Sell |
1,210
-28
| -2% | -$7.22K | 0.01% | 276 |
|
|
2024
Q1 | $300K | Sell |
1,238
-212
| -15% | -$51.4K | 0.01% | 283 |
|
|
2023
Q4 | $397K | Sell |
1,450
-1,131
| -44% | -$310K | 0.02% | 249 |
|
|
2023
Q3 | $731K | Buy |
2,581
+201
| +8% | +$57K | 0.03% | 211 |
|
|
2023
Q2 | $713K | Buy |
2,380
+781
| +49% | +$234K | 0.03% | 206 |
|
|
2023
Q1 | $459K | Buy |
1,599
+55
| +4% | +$15.8K | 0.02% | 243 |
|
|
2022
Q4 | $476K | Buy |
1,544
+48
| +3% | +$14.8K | 0.02% | 253 |
|
|
2022
Q3 | $348K | Buy |
+1,496
| New | +$348K | 0.02% | 272 |
|