Heritage Way Advisors’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
Q4 | $2.74M | Sell |
8,999
-204
| -2% | -$62.1K | 1.02% | 38 |
|
|
2021
Q3 | $2.36M | Buy |
9,203
+41
| +0.4% | +$10.5K | 0.98% | 46 |
|
|
2021
Q2 | $2.64M | Sell |
9,162
-175
| -2% | -$50.3K | 1.08% | 42 |
|
|
2021
Q1 | $2.63M | Buy |
9,337
+527
| +6% | +$148K | 1.15% | 39 |
|
|
2020
Q4 | $2.41M | Buy |
8,810
+1,235
| +16% | +$337K | 1.11% | 40 |
|
|
2020
Q3 | $2.26M | Buy |
7,575
+307
| +4% | +$91.4K | 1.18% | 40 |
|
|
2020
Q2 | $1.76M | Buy |
+7,268
| New | +$1.76M | 1.02% | 47 |
|