Mount Yale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,653
| Closed | -$1.37M | – | 534 |
|
|
2024
Q1 | $1.37M | Buy |
5,653
+104
| +2% | +$25.2K | 0.11% | 176 |
|
|
2023
Q4 | $1.52M | Buy |
5,549
+1,491
| +37% | +$408K | 0.14% | 150 |
|
|
2023
Q3 | $1.15M | Buy |
4,058
+643
| +19% | +$182K | 0.13% | 170 |
|
|
2023
Q2 | $1.02M | Buy |
3,415
+29
| +0.9% | +$8.69K | 0.11% | 187 |
|
|
2023
Q1 | $972K | Sell |
3,386
-132
| -4% | -$37.9K | 0.11% | 188 |
|
|
2022
Q4 | $1.08M | Buy |
3,518
+180
| +5% | +$55.5K | 0.12% | 172 |
|
|
2022
Q3 | $777K | Buy |
3,338
+235
| +8% | +$54.7K | 0.1% | 206 |
|
|
2022
Q2 | $746K | Buy |
+3,103
| New | +$746K | 0.09% | 214 |
|
|
2020
Q4 | – | Sell |
-972
| Closed | -$290K | – | 395 |
|
|
2020
Q3 | $290K | Buy |
+972
| New | +$290K | 0.04% | 281 |
|
|
2018
Q4 | – | Sell |
-522
| Closed | -$84K | – | 342 |
|
|
2018
Q3 | $84K | Sell |
522
-68
| -12% | -$10.9K | 0.01% | 493 |
|
|
2018
Q2 | $92K | Sell |
590
-125
| -17% | -$19.5K | 0.02% | 488 |
|
|
2018
Q1 | $114K | Buy |
+715
| New | +$114K | 0.02% | 413 |
|