Harvest Group Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-267
| Closed | -$73K | – | 74 |
|
|
2020
Q4 | $73K | Buy |
267
+45
| +20% | +$12.3K | 0.04% | 82 |
|
|
2020
Q3 | $66K | Hold |
222
| – | – | 0.05% | 78 |
|
|
2020
Q2 | $53K | Hold |
222
| – | – | 0.04% | 77 |
|
|
2020
Q1 | $44K | Buy |
222
+108
| +95% | +$21.4K | 0.04% | 80 |
|
|
2019
Q4 | $26K | Hold |
114
| – | – | 0.02% | 131 |
|
|
2019
Q3 | $25K | Hold |
114
| – | – | 0.03% | 133 |
|
|
2019
Q2 | $25K | Hold |
114
| – | – | 0.03% | 125 |
|
|
2019
Q1 | $22K | Buy |
+114
| New | +$22K | 0.02% | 147 |
|