LWP
Lumature Wealth Partners’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $323K | Sell |
1,078
-16
| -1% | -$4.79K | 0.19% | 97 |
|
|
2023
Q1 | $314K | Sell |
1,094
-18
| -2% | -$5.17K | 0.18% | 94 |
|
|
2022
Q4 | $343K | Sell |
1,112
-43
| -4% | -$13.3K | 0.19% | 91 |
|
|
2022
Q3 | $269K | Buy |
1,155
+38
| +3% | +$8.85K | 0.14% | 112 |
|
|
2022
Q2 | $269K | Buy |
1,117
+73
| +7% | +$17.6K | 0.12% | 122 |
|
|
2022
Q1 | $261K | Buy |
1,044
+886
| +561% | +$222K | 0.1% | 134 |
|
|
2021
Q4 | $48K | Buy |
158
+51
| +48% | +$15.5K | 0.02% | 229 |
|
|
2021
Q3 | $27K | Buy |
107
+60
| +128% | +$15.1K | 0.01% | 265 |
|
|
2021
Q2 | $14K | Buy |
47
+30
| +176% | +$8.94K | 0.01% | 278 |
|
|
2021
Q1 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 312 |
|