JWM
Jackson Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,546
| Closed | -$1.86M | – | 145 |
|
|
2023
Q3 | $1.86M | Buy |
6,546
+348
| +6% | +$98.6K | 0.27% | 66 |
|
|
2023
Q2 | $1.86M | Buy |
6,198
+253
| +4% | +$75.8K | 0.27% | 66 |
|
|
2023
Q1 | $1.71M | Buy |
+5,945
| New | +$1.71M | 1.28% | 33 |
|
|
2022
Q2 | – | Sell |
-20,000
| Closed | -$5M | – | 93 |
|
|
2022
Q1 | $5M | Buy |
20,000
+162
| +0.8% | +$40.5K | 0.69% | 40 |
|
|
2021
Q4 | $6.04M | Buy |
19,838
+568
| +3% | +$173K | 0.76% | 41 |
|
|
2021
Q3 | $117K | Buy |
19,270
+855
| +5% | +$5.19K | 1.42% | 16 |
|
|
2021
Q2 | $5.3M | Buy |
18,415
+1,172
| +7% | +$337K | 0.67% | 41 |
|
|
2021
Q1 | $4.85M | Buy |
17,243
+1,321
| +8% | +$372K | 0.73% | 43 |
|
|
2020
Q4 | $4.35M | Buy |
15,922
+1,214
| +8% | +$332K | 0.59% | 45 |
|
|
2020
Q3 | $4.38M | Buy |
14,708
+6,526
| +80% | +$1.94M | 0.66% | 39 |
|
|
2020
Q2 | $1.98M | Buy |
8,182
+546
| +7% | +$132K | 0.35% | 67 |
|
|
2020
Q1 | $1.78M | Buy |
7,636
+157
| +2% | +$36.6K | 0.37% | 58 |
|
|
2019
Q4 | $1.82M | Buy |
7,479
+46
| +0.6% | +$11.2K | 0.3% | 85 |
|
|
2019
Q3 | $1.6M | Buy |
+7,433
| New | +$1.6M | 0.34% | 78 |
|
|
2015
Q4 | – | Sell |
-6,022
| Closed | -$768K | – | 68 |
|
|
2015
Q3 | $768K | Sell |
6,022
-1,040
| -15% | -$133K | 0.28% | 79 |
|
|
2015
Q2 | $968K | Sell |
7,062
-2,295
| -25% | -$315K | 0.33% | 81 |
|
|
2015
Q1 | $1.42M | Buy |
+9,357
| New | +$1.42M | 0.46% | 75 |
|