Live Oak Private Wealth’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,454
| Closed | -$1.36M | – | 170 |
|
|
2021
Q4 | $1.36M | Buy |
4,454
+153
| +4% | +$46.5K | 0.25% | 80 |
|
|
2021
Q3 | $1.1M | Buy |
4,301
+799
| +23% | +$205K | 0.22% | 83 |
|
|
2021
Q2 | $1.01M | Buy |
3,502
+346
| +11% | +$99.5K | 0.22% | 86 |
|
|
2021
Q1 | $888K | Buy |
3,156
+1,626
| +106% | +$458K | 0.22% | 86 |
|
|
2020
Q4 | $418K | Buy |
+1,530
| New | +$418K | 0.12% | 109 |
|