Level 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-264
| Closed | -$72.3K | – | 87 |
|
|
2023
Q4 | $72.3K | Sell |
264
-14
| -5% | -$3.84K | 0.04% | 95 |
|
|
2023
Q3 | $78.8K | Hold |
278
| – | – | 0.04% | 89 |
|
|
2023
Q2 | $83.3K | Buy |
278
+14
| +5% | +$4.19K | 0.05% | 86 |
|
|
2023
Q1 | $75.8K | Sell |
264
-76
| -22% | -$21.8K | 0.05% | 82 |
|
|
2022
Q4 | $105K | Buy |
340
+4
| +1% | +$1.24K | 0.07% | 69 |
|
|
2022
Q3 | $78K | Buy |
336
+66
| +24% | +$15.3K | 0.06% | 79 |
|
|
2022
Q2 | $65K | Buy |
+270
| New | +$65K | 0.05% | 85 |
|