Fragasso Financial 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 |
-2,725
| Closed | -$703K | – | 265 |
|
|
2024
Q2 | $703K | Sell |
2,725
-10,886
| -80% | -$2.81M | 0.06% | 140 |
|
|
2024
Q1 | $3.3M | Buy |
13,611
+490
| +4% | +$119K | 0.28% | 63 |
|
|
2023
Q4 | $3.59M | Buy |
13,121
+1,500
| +13% | +$411K | 0.33% | 59 |
|
|
2023
Q3 | $3.29M | Buy |
11,621
+1,473
| +15% | +$417K | 0.35% | 50 |
|
|
2023
Q2 | $3.04M | Buy |
+10,148
| New | +$3.04M | 0.33% | 60 |
|