IIM
Ironwood Investment Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,899
| Closed | -$882K | – | 173 |
|
|
2021
Q4 | $882K | Buy |
2,899
+22
| +0.8% | +$6.69K | 0.44% | 77 |
|
|
2021
Q3 | $737K | Buy |
2,877
+1
| +0% | +$256 | 0.38% | 94 |
|
|
2021
Q2 | $827K | Buy |
2,876
+101
| +4% | +$29K | 0.42% | 87 |
|
|
2021
Q1 | $781K | Buy |
2,775
+113
| +4% | +$31.8K | 0.41% | 87 |
|
|
2020
Q4 | $727K | Buy |
2,662
+43
| +2% | +$11.7K | 0.43% | 83 |
|
|
2020
Q3 | $780K | Buy |
2,619
+65
| +3% | +$19.4K | 0.56% | 69 |
|
|
2020
Q2 | $617K | Buy |
2,554
+169
| +7% | +$40.8K | 0.48% | 85 |
|
|
2020
Q1 | $476K | Buy |
2,385
+119
| +5% | +$23.8K | 0.48% | 82 |
|
|
2019
Q4 | $532K | Buy |
2,266
+44
| +2% | +$10.3K | 0.37% | 96 |
|
|
2019
Q3 | $493K | Buy |
2,222
+11
| +0.5% | +$2.44K | 0.37% | 97 |
|
|
2019
Q2 | $501K | Sell |
2,211
-793
| -26% | -$180K | 0.39% | 94 |
|
|
2019
Q1 | $574K | Buy |
3,004
+148
| +5% | +$28.3K | 0.47% | 82 |
|
|
2018
Q4 | $457K | Sell |
2,856
-85
| -3% | -$13.6K | 0.42% | 88 |
|
|
2018
Q3 | $491K | Buy |
2,941
+92
| +3% | +$15.4K | 0.34% | 104 |
|
|
2018
Q2 | $444K | Buy |
2,849
+20
| +0.7% | +$3.12K | 0.31% | 114 |
|
|
2018
Q1 | $450K | Buy |
2,829
+53
| +2% | +$8.43K | 0.33% | 111 |
|
|
2017
Q4 | $455K | Buy |
2,776
+35
| +1% | +$5.74K | 0.33% | 111 |
|
|
2017
Q3 | $414K | Buy |
2,741
+116
| +4% | +$17.5K | 0.29% | 120 |
|
|
2017
Q2 | $376K | Buy |
2,625
+19
| +0.7% | +$2.72K | 0.27% | 120 |
|
|
2017
Q1 | $353K | Buy |
2,606
+465
| +22% | +$63K | 0.26% | 125 |
|
|
2016
Q4 | $308K | Sell |
2,141
-34
| -2% | -$4.89K | 0.22% | 139 |
|
|
2016
Q3 | $327K | Buy |
2,175
+453
| +26% | +$68.1K | 0.25% | 131 |
|
|
2016
Q2 | $245K | Buy |
1,722
+8
| +0.5% | +$1.14K | 0.18% | 142 |
|
|
2016
Q1 | $247K | Buy |
+1,714
| New | +$247K | 0.16% | 140 |
|