KPW
Kore Private Wealth’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $547K | Sell |
2,350
-38
| -2% | -$8.85K | 0.1% | 125 |
|
|
2022
Q2 | $574K | Buy |
2,388
+19
| +0.8% | +$4.57K | 0.09% | 145 |
|
|
2022
Q1 | $592K | Buy |
2,369
+97
| +4% | +$24.2K | 0.07% | 158 |
|
|
2021
Q4 | $691K | Sell |
2,272
-975
| -30% | -$297K | 0.08% | 138 |
|
|
2021
Q3 | $832K | Buy |
3,247
+324
| +11% | +$83K | 0.09% | 173 |
|
|
2021
Q2 | $841K | Buy |
2,923
+428
| +17% | +$123K | 0.09% | 153 |
|
|
2021
Q1 | $702K | Hold |
2,495
| – | – | 0.09% | 150 |
|
|
2020
Q4 | $682K | Hold |
2,495
| – | – | 0.11% | 133 |
|
|
2020
Q3 | $743K | Hold |
2,495
| – | – | 0.14% | 102 |
|
|
2020
Q2 | $602K | Buy |
2,495
+125
| +5% | +$30.2K | 0.12% | 118 |
|
|
2020
Q1 | $473K | Hold |
2,370
| – | – | 0.11% | 118 |
|
|
2019
Q4 | $557K | Hold |
2,370
| – | – | 0.11% | 130 |
|
|
2019
Q3 | $513K | Hold |
2,370
| – | – | 0.12% | 128 |
|
|
2019
Q2 | $536K | Hold |
2,370
| – | – | 0.12% | 123 |
|
|
2019
Q1 | $455K | Buy |
2,370
+139
| +6% | +$26.7K | 0.1% | 130 |
|
|
2018
Q4 | $360K | Buy |
+2,231
| New | +$360K | 0.1% | 142 |
|