Lodestar Investment Counsel’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $2.29M | Buy |
10,110
+300
| +3% | +$67.9K | 0.24% | 68 |
|
2019
Q1 | $1.87M | Hold |
9,810
| – | – | 0.2% | 68 |
|
2018
Q4 | $1.57M | Buy |
9,810
+1,800
| +22% | +$288K | 0.19% | 71 |
|
2018
Q3 | $1.34M | Hold |
8,010
| – | – | 0.14% | 80 |
|
2018
Q2 | $1.25M | Hold |
8,010
| – | – | 0.14% | 83 |
|
2018
Q1 | $1.27M | Buy |
8,010
+450
| +6% | +$71.6K | 0.15% | 77 |
|
2017
Q4 | $1.24M | Hold |
7,560
| – | – | 0.14% | 79 |
|
2017
Q3 | $1.14M | Sell |
7,560
-690
| -8% | -$104K | 0.14% | 81 |
|
2017
Q2 | $1.18M | Sell |
8,250
-50
| -0.6% | -$7.15K | 0.15% | 71 |
|
2017
Q1 | $1.12M | Buy |
8,300
+500
| +6% | +$67.7K | 0.15% | 74 |
|
2016
Q4 | $1.12M | Sell |
7,800
-990
| -11% | -$142K | 0.15% | 73 |
|
2016
Q3 | $1.22M | Hold |
8,790
| – | – | 0.17% | 69 |
|
2016
Q2 | $1.16M | Buy |
8,790
+655
| +8% | +$86.1K | 0.16% | 69 |
|
2016
Q1 | $1.08M | Buy |
8,135
+5,027
| +162% | +$670K | 0.16% | 75 |
|
2015
Q4 | $374K | Hold |
3,108
| – | – | 0.06% | 113 |
|
2015
Q3 | $367K | Hold |
3,108
| – | – | 0.06% | 111 |
|
2015
Q2 | $393K | Buy |
3,108
+54
| +2% | +$6.83K | 0.06% | 113 |
|
2015
Q1 | $427K | Buy |
3,054
+676
| +28% | +$94.5K | 0.07% | 113 |
|
2014
Q4 | $317K | Hold |
2,378
| – | – | 0.09% | 90 |
|
2014
Q3 | $286K | Hold |
2,378
| – | – | 0.09% | 98 |
|
2014
Q2 | $283K | Hold |
2,378
| – | – | 0.09% | 98 |
|
2014
Q1 | $262K | Buy |
+2,378
| New | +$262K | 0.08% | 100 |
|