First Heartland Consultants’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
Q4 | – | Sell |
-867
| Closed | -$258K | – | 449 |
|
|
2024
Q3 | $258K | Hold |
867
| – | – | 0.03% | 374 |
|
|
2024
Q2 | $224 | Buy |
+867
| New | +$224 | 0.02% | 388 |
|
|
2024
Q1 | – | Sell |
-821
| Closed | -$225K | – | 423 |
|
|
2023
Q4 | $225K | Buy |
821
+100
| +14% | +$27.4K | 0.03% | 338 |
|
|
2023
Q3 | $204K | Hold |
721
| – | – | 0.03% | 360 |
|
|
2023
Q2 | $216K | Buy |
721
+5
| +0.7% | +$1.5K | 0.03% | 344 |
|
|
2023
Q1 | $206K | Buy |
+716
| New | +$206K | 0.03% | 341 |
|