Kelleher Financial Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,622
| Closed | -$226K | – | 121 |
|
|
2015
Q1 | $226K | Sell |
1,622
-324
| -17% | -$45.1K | 0.12% | 104 |
|
|
2014
Q4 | $259K | Sell |
1,946
-432
| -18% | -$57.5K | 0.14% | 97 |
|
|
2014
Q3 | $296K | Sell |
2,378
-433
| -15% | -$53.9K | 0.16% | 88 |
|
|
2014
Q2 | $334K | Sell |
2,811
-1,081
| -28% | -$128K | 0.17% | 83 |
|
|
2014
Q1 | $428K | Sell |
3,892
-432
| -10% | -$47.5K | 0.23% | 70 |
|
|
2013
Q4 | $447K | Hold |
4,324
| – | – | 0.23% | 69 |
|
|
2013
Q3 | $426K | Hold |
4,324
| – | – | 0.24% | 67 |
|
|
2013
Q2 | $366K | Buy |
+4,324
| New | +$366K | 0.22% | 69 |
|