IAM Advisory’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,023
| Closed | -$248K | – | 102 |
|
|
2024
Q1 | $248K | Buy |
1,023
+27
| +3% | +$6.54K | 0.07% | 89 |
|
|
2023
Q4 | $273K | Sell |
996
-5
| -0.5% | -$1.37K | 0.09% | 78 |
|
|
2023
Q3 | $284K | Buy |
1,001
+106
| +12% | +$30K | 0.1% | 77 |
|
|
2023
Q2 | $268K | Buy |
895
+112
| +14% | +$33.6K | 0.09% | 77 |
|
|
2023
Q1 | $225K | Buy |
783
+54
| +7% | +$15.5K | 0.08% | 83 |
|
|
2022
Q4 | $225K | Buy |
+729
| New | +$225K | 0.08% | 78 |
|