Highland Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,381
| Closed | -$321K | – | 14 |
|
|
2022
Q3 | $321K | Buy |
1,381
+147
| +12% | +$34.2K | 0.05% | 119 |
|
|
2022
Q2 | $297K | Sell |
1,234
-3
| -0.2% | -$722 | 0.05% | 130 |
|
|
2022
Q1 | $309K | Buy |
1,237
+30
| +2% | +$7.49K | 0.04% | 129 |
|
|
2021
Q4 | $367K | Buy |
1,207
+193
| +19% | +$58.7K | 0.05% | 118 |
|
|
2021
Q3 | $260K | Sell |
1,014
-132
| -12% | -$33.8K | 0.04% | 146 |
|
|
2021
Q2 | $329K | Buy |
1,146
+13
| +1% | +$3.73K | 0.05% | 123 |
|
|
2021
Q1 | $319K | Buy |
1,133
+152
| +15% | +$42.8K | 0.05% | 113 |
|
|
2020
Q4 | $268K | Sell |
981
-11
| -1% | -$3.01K | 0.05% | 118 |
|
|
2020
Q3 | $296K | Sell |
992
-26
| -3% | -$7.76K | 0.06% | 99 |
|
|
2020
Q2 | $246K | Buy |
1,018
+9
| +0.9% | +$2.18K | 0.05% | 111 |
|
|
2020
Q1 | $202K | Buy |
1,009
+75
| +8% | +$15K | 0.06% | 111 |
|
|
2019
Q4 | $220K | Sell |
934
-16
| -2% | -$3.77K | 0.05% | 116 |
|
|
2019
Q3 | $211K | Buy |
950
+21
| +2% | +$4.66K | 0.06% | 109 |
|
|
2019
Q2 | $210K | Buy |
+929
| New | +$210K | 0.06% | 113 |
|