IWP
Icon Wealth Partners’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.8M | Sell |
13,392
-1,440
| -10% | -$408K | 0.43% | 51 |
|
|
2023
Q2 | $4.44M | Sell |
14,832
-2,123
| -13% | -$636K | 0.47% | 44 |
|
|
2023
Q1 | $4.87M | Buy |
+16,955
| New | +$4.87M | 0.53% | 41 |
|
|
2022
Q2 | $4.51M | Sell |
18,739
-1,069
| -5% | -$257K | 0.54% | 43 |
|
|
2022
Q1 | $4.95M | Buy |
19,808
+500
| +3% | +$125K | 0.49% | 52 |
|
|
2021
Q4 | $5.88M | Buy |
19,308
+1,321
| +7% | +$402K | 0.59% | 42 |
|
|
2021
Q3 | $4.61M | Buy |
17,987
+534
| +3% | +$137K | 0.49% | 50 |
|
|
2021
Q2 | $5.02M | Buy |
17,453
+1,290
| +8% | +$371K | 0.54% | 48 |
|
|
2021
Q1 | $4.55M | Buy |
16,163
+3,403
| +27% | +$957K | 0.57% | 46 |
|
|
2020
Q4 | $3.49M | Buy |
12,760
+1,143
| +10% | +$312K | 0.55% | 50 |
|
|
2020
Q3 | $3.46M | Buy |
+11,617
| New | +$3.46M | 0.67% | 37 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$11K | – | 205 |
|
|
2019
Q1 | $11K | Buy |
+55
| New | +$11K | ﹤0.01% | 647 |
|
|
2018
Q3 | – | Sell |
-81
| Closed | -$13K | – | 302 |
|
|
2018
Q2 | $13K | Buy |
+81
| New | +$13K | 0.01% | 655 |
|
|
2018
Q1 | – | Sell |
-104
| Closed | -$17K | – | 287 |
|
|
2017
Q4 | $17K | Buy |
+104
| New | +$17K | 0.01% | 635 |
|