HIM
Hotaling Investment Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,884
| Closed | -$573K | – | 129 |
|
|
2021
Q4 | $573K | Buy |
1,884
+323
| +21% | +$98.2K | 0.2% | 86 |
|
|
2021
Q3 | $400K | Buy |
1,561
+31
| +2% | +$7.94K | 0.17% | 87 |
|
|
2021
Q2 | $440K | Buy |
1,530
+52
| +4% | +$15K | 0.18% | 86 |
|
|
2021
Q1 | $416K | Buy |
1,478
+106
| +8% | +$29.8K | 0.19% | 86 |
|
|
2020
Q4 | $375K | Buy |
1,372
+175
| +15% | +$47.8K | 0.17% | 86 |
|
|
2020
Q3 | $357K | Sell |
1,197
-55
| -4% | -$16.4K | 0.19% | 84 |
|
|
2020
Q2 | $302K | Buy |
1,252
+39
| +3% | +$9.41K | 0.17% | 86 |
|
|
2020
Q1 | $242K | Sell |
1,213
-11
| -0.9% | -$2.2K | 0.18% | 87 |
|
|
2019
Q4 | $288K | Sell |
1,224
-56
| -4% | -$13.2K | 0.17% | 92 |
|
|
2019
Q3 | $284K | Sell |
1,280
-7
| -0.5% | -$1.55K | 0.18% | 90 |
|
|
2019
Q2 | $291K | Sell |
1,287
-52
| -4% | -$11.8K | 0.19% | 94 |
|
|
2019
Q1 | $256K | Sell |
1,339
-70
| -5% | -$13.4K | 0.17% | 101 |
|
|
2018
Q4 | $226K | Buy |
+1,409
| New | +$226K | 0.18% | 101 |
|