Heritage Trust’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-32
| Closed | -$5K | – | 191 |
|
|
2018
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 349 |
|
|
2018
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 364 |
|
|
2018
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 344 |
|
|
2018
Q1 | $5K | Hold |
32
| – | – | ﹤0.01% | 323 |
|
|
2017
Q4 | $5K | Buy |
32
+17
| +113% | +$2.66K | ﹤0.01% | 321 |
|
|
2017
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 295 |
|