IWA
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Invera Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Invera Wealth Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,195
Closed -$744K – 53
2024
Q1 		$744K Buy
3,195
+26
+0.8% +$6.06K 0.63% 45
2023
Q4 		$868K Buy
+3,169
New +$868K 0.54% 61