First Personal Financial Services’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 | $45K | Buy |
151
+1
| +0.7% | +$298 | 0.01% | 206 |
|
|
2024
Q2 | $38.7K | Hold |
150
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $36.3K | Hold |
150
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $41.1K | Hold |
150
| – | – | 0.01% | 220 |
|
|
2023
Q3 | $42.5K | Hold |
150
| – | – | 0.01% | 213 |
|
|
2023
Q2 | $44.9K | Hold |
150
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $43.1K | Sell |
150
-100
| -40% | -$28.7K | 0.01% | 216 |
|
|
2022
Q4 | $77.1K | Hold |
250
| – | – | 0.02% | 172 |
|
|
2022
Q3 | $58K | Buy |
250
+60
| +32% | +$13.9K | 0.02% | 180 |
|
|
2022
Q2 | $46K | Hold |
190
| – | – | 0.01% | 175 |
|
|
2022
Q1 | $47K | Hold |
190
| – | – | 0.01% | 193 |
|
|
2021
Q4 | $58K | Hold |
190
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $49K | Hold |
190
| – | – | 0.01% | 197 |
|
|
2021
Q2 | $55K | Buy |
190
+90
| +90% | +$26.1K | 0.01% | 191 |
|
|
2021
Q1 | $28K | Hold |
100
| – | – | 0.01% | 219 |
|
|
2020
Q4 | $27K | Hold |
100
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $30K | Hold |
100
| – | – | 0.01% | 211 |
|
|
2020
Q2 | $24K | Buy |
+100
| New | +$24K | 0.01% | 221 |
|
|
2020
Q1 | – | Sell |
-119
| Closed | -$28K | – | 310 |
|
|
2019
Q4 | $28K | Sell |
119
-119
| -50% | -$28K | 0.01% | 226 |
|
|
2019
Q3 | $53K | Sell |
238
-367
| -61% | -$81.7K | 0.02% | 234 |
|
|
2019
Q2 | $137K | Buy |
605
+123
| +26% | +$27.9K | 0.04% | 190 |
|
|
2019
Q1 | $92K | Hold |
482
| – | – | 0.03% | 209 |
|
|
2018
Q4 | $77K | Hold |
482
| – | – | 0.03% | 218 |
|
|
2018
Q3 | $81K | Sell |
482
-26
| -5% | -$4.37K | 0.03% | 226 |
|
|
2018
Q2 | $79K | Sell |
508
-108
| -18% | -$16.8K | 0.03% | 223 |
|
|
2018
Q1 | $98K | Sell |
616
-59
| -9% | -$9.39K | 0.02% | 308 |
|
|
2017
Q4 | $111K | Buy |
675
+217
| +47% | +$35.7K | 0.02% | 326 |
|
|
2017
Q3 | $69K | Buy |
458
+71
| +18% | +$10.7K | 0.01% | 374 |
|
|
2017
Q2 | $55K | Buy |
387
+282
| +269% | +$40.1K | 0.01% | 397 |
|
|
2017
Q1 | $14K | Hold |
105
| – | – | ﹤0.01% | 633 |
|
|
2016
Q4 | $15K | Sell |
105
-9
| -8% | -$1.29K | ﹤0.01% | 605 |
|
|
2016
Q3 | $16K | Hold |
114
| – | – | ﹤0.01% | 474 |
|
|
2016
Q2 | $15K | Buy |
+114
| New | +$15K | 0.01% | 467 |
|
|
2016
Q1 | – | Sell |
-15
| Closed | -$2K | – | 318 |
|
|
2015
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 357 |
|