LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,412
| Closed | -$406K | – | 199 |
|
|
2023
Q1 | $406K | Sell |
1,412
-774
| -35% | -$222K | 0.08% | 156 |
|
|
2022
Q4 | $674K | Sell |
2,186
-154
| -7% | -$47.5K | 0.14% | 116 |
|
|
2022
Q3 | $545K | Sell |
2,340
-106
| -4% | -$24.7K | 0.12% | 120 |
|
|
2022
Q2 | $588K | Sell |
2,446
-81
| -3% | -$19.5K | 0.12% | 120 |
|
|
2022
Q1 | $632K | Sell |
2,527
-80
| -3% | -$20K | 0.11% | 117 |
|
|
2021
Q4 | $793K | Buy |
2,607
+569
| +28% | +$173K | 0.14% | 110 |
|
|
2021
Q3 | $522K | Buy |
2,038
+40
| +2% | +$10.2K | 0.09% | 153 |
|
|
2021
Q2 | $575K | Buy |
1,998
+55
| +3% | +$15.8K | 0.1% | 136 |
|
|
2021
Q1 | $547K | Buy |
1,943
+698
| +56% | +$197K | 0.11% | 137 |
|
|
2020
Q4 | $340K | Buy |
1,245
+389
| +45% | +$106K | 0.07% | 156 |
|
|
2020
Q3 | $255K | Buy |
+856
| New | +$255K | 0.06% | 164 |
|
|
2016
Q2 | – | Sell |
-1,898
| Closed | -$253K | – | 131 |
|
|
2016
Q1 | $253K | Buy |
1,898
+32
| +2% | +$4.27K | 0.08% | 127 |
|
|
2015
Q4 | $225K | Buy |
+1,866
| New | +$225K | 0.09% | 133 |
|