Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-247
| Closed | -$73.6K | – | 214 |
|
|
2024
Q3 | $73.6K | Sell |
247
-17
| -6% | -$5.06K | 0.01% | 237 |
|
|
2024
Q2 | $68.2K | Buy |
264
+31
| +13% | +$8.01K | 0.01% | 236 |
|
|
2024
Q1 | $56.6K | Buy |
233
+1
| +0.4% | +$243 | 0.01% | 251 |
|
|
2023
Q4 | $63.6K | Buy |
232
+101
| +77% | +$27.7K | 0.01% | 226 |
|
|
2023
Q3 | $37K | Buy |
+131
| New | +$37K | 0.01% | 240 |
|