Genovese Burford & Brothers Wealth & Retirement Plan Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $369K | Hold |
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|
2020
Q1 | $305K | Buy |
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|
2019
Q4 | $354K | Sell |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $345K | Hold |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $244K | Hold |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $237K | Hold |
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|
2018
Q1 | $243K | Hold |
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|
2017
Q4 | $257K | Buy |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $211K | Hold |
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|
2017
Q1 | $200K | Hold |
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|
2016
Q4 | $213K | Sell |
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|
2016
Q3 | $221K | Hold |
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|
2016
Q2 | $209K | Sell |
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|
2016
Q1 | $215K | Hold |
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|
2015
Q4 | $194K | Buy |
|