Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-227
| Closed | -$32K | – | 275 |
|
|
2016
Q3 | $32K | Hold |
227
| – | – | 0.01% | 498 |
|
|
2016
Q2 | $30K | Hold |
227
| – | – | 0.01% | 505 |
|
|
2016
Q1 | $30K | Hold |
227
| – | – | 0.01% | 463 |
|
|
2015
Q4 | $27K | Hold |
227
| – | – | 0.01% | 509 |
|
|
2015
Q3 | $27K | Hold |
227
| – | – | 0.01% | 496 |
|
|
2015
Q2 | $29K | Buy |
227
+29
| +15% | +$3.71K | 0.01% | 506 |
|
|
2015
Q1 | $27K | Buy |
+198
| New | +$27K | 0.01% | 498 |
|