Hefty Wealth Partners’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $58K | Hold |
365
| – | – | 0.04% | 136 |
|
|
2017
Q4 | $60K | Hold |
365
| – | – | 0.04% | 132 |
|
|
2017
Q3 | $55K | Hold |
365
| – | – | 0.04% | 132 |
|
|
2017
Q2 | $52K | Hold |
365
| – | – | 0.04% | 123 |
|
|
2017
Q1 | $49K | Hold |
365
| – | – | 0.04% | 129 |
|
|
2016
Q4 | $52K | Sell |
365
-30
| -8% | -$4.27K | 0.04% | 117 |
|
|
2016
Q3 | $54K | Buy |
+395
| New | +$54K | 0.04% | 121 |
|