Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $310K | Sell |
1,042
-100
| -9% | -$29.8K | 0.07% | 68 |
|
|
2020
Q2 | $276K | Sell |
1,142
-98
| -8% | -$23.7K | 0.06% | 72 |
|
|
2020
Q1 | $248K | Buy |
1,240
+10
| +0.8% | +$2K | 0.07% | 65 |
|
|
2019
Q4 | $289K | Sell |
1,230
-39
| -3% | -$9.16K | 0.07% | 71 |
|
|
2019
Q3 | $282K | Hold |
1,269
| – | – | 0.07% | 75 |
|
|
2019
Q2 | $287K | Buy |
1,269
+69
| +6% | +$15.6K | 0.07% | 73 |
|
|
2019
Q1 | $229K | Buy |
+1,200
| New | +$229K | 0.06% | 84 |
|
|
2018
Q4 | – | Sell |
-1,322
| Closed | -$221K | – | 89 |
|
|
2018
Q3 | $221K | Buy |
+1,322
| New | +$221K | 0.07% | 78 |
|