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Heritage Oak Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,217
Closed -$314K – 153
2024
Q2 		$314K Buy
+1,217
New +$314K 0.16% 81