FWA
FSM Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-794
| Closed | -$229K | – | 145 |
|
|
2023
Q2 | $229K | Sell |
794
-47
| -6% | -$13.6K | 0.12% | 145 |
|
|
2023
Q1 | $242K | Hold |
841
| – | – | 0.14% | 134 |
|
|
2022
Q4 | $259K | Sell |
841
-57
| -6% | -$17.6K | 0.18% | 116 |
|
|
2022
Q3 | $209K | Buy |
898
+5
| +0.6% | +$1.16K | 0.17% | 126 |
|
|
2022
Q2 | $234K | Buy |
+893
| New | +$234K | 0.23% | 100 |
|