Mosaic Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-919
| Closed | -$204K | – | 158 |
|
|
2019
Q3 | $204K | Buy |
+919
| New | +$204K | 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% | +$1.44K | 0.05% | 209 |
|
|
2018
Q3 | $110K | Buy |
699
+516
| +282% | +$81.2K | 0.05% | 208 |
|
|
2018
Q2 | $28K | Buy |
183
+66
| +56% | +$10.1K | 0.01% | 397 |
|
|
2018
Q1 | $19K | Buy |
117
+93
| +388% | +$15.1K | 0.01% | 436 |
|
|
2017
Q4 | $4K | Sell |
24
-1,097
| -98% | -$183K | ﹤0.01% | 603 |
|
|
2017
Q3 | $170K | Buy |
1,121
+51
| +5% | +$7.73K | 0.07% | 202 |
|
|
2017
Q2 | $153K | Buy |
1,070
+70
| +7% | +$10K | 0.06% | 207 |
|
|
2017
Q1 | $135K | Buy |
1,000
+36
| +4% | +$4.86K | 0.06% | 225 |
|
|
2016
Q4 | $139K | Sell |
964
-78
| -7% | -$11.2K | 0.06% | 219 |
|
|
2016
Q3 | $145K | Buy |
1,042
+102
| +11% | +$14.2K | 0.07% | 204 |
|
|
2016
Q2 | $124K | Buy |
940
+202
| +27% | +$26.6K | 0.06% | 211 |
|
|
2016
Q1 | $98K | Buy |
738
+244
| +49% | +$32.4K | 0.05% | 238 |
|
|
2015
Q4 | $59K | Buy |
+494
| New | +$59K | 0.03% | 291 |
|