Mosaic Family Wealth’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-919	Closed	-$204K	–	158
2019 Q3	$204K	Buy	+919	New	+$207K	0.08%	159
2019 Q2	–	Sell	-708	Closed	-$135K	–	193
2019 Q1	$135K	Hold	708	–	–	0.05%	190
2018 Q4	$113K	Buy	708 +9	+1%	+$1.43K	0.05%	209
2018 Q3	$110K	Buy	699 +516	+282%	+$84K	0.05%	208
2018 Q2	$28K	Buy	183 +66	+56%	+$10.8K	0.01%	398
2018 Q1	$19K	Buy	117 +93	+388%	+$15.3K	0.01%	436
2017 Q4	$4K	Sell	24 -1,097	-98%	-$175K	﹤0.01%	604
2017 Q3	$170K	Buy	1,121 +51	+5%	+$7.47K	0.07%	206
2017 Q2	$153K	Buy	1,070 +70	+7%	+$9.95K	0.06%	210
2017 Q1	$135K	Buy	1,000 +36	+4%	+$5.08K	0.06%	226
2016 Q4	$139K	Sell	964 -78	-7%	-$10.9K	0.06%	219
2016 Q3	$145K	Buy	1,042 +102	+11%	+$14.1K	0.07%	204
2016 Q2	$124K	Buy	940 +202	+27%	+$26.9K	0.06%	211
2016 Q1	$98K	Buy	738 +244	+49%	+$29.5K	0.05%	238
2015 Q4	$59K	Buy	+494	New	+$62.2K	0.03%	291