MPS Loria Financial Planners’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-269
| Closed | -$75K | – | 121 |
|
|
2021
Q1 | $75K | Hold |
269
| – | – | 0.03% | 133 |
|
|
2020
Q4 | $72K | Buy |
269
+187
| +228% | +$50.1K | 0.03% | 137 |
|
|
2020
Q3 | $25K | Hold |
82
| – | – | 0.01% | 183 |
|
|
2020
Q2 | $20K | Buy |
+82
| New | +$20K | 0.01% | 199 |
|
|
2017
Q3 | – | Sell |
-77
| Closed | -$11K | – | 90 |
|
|
2017
Q2 | $11K | Buy |
+77
| New | +$11K | 0.01% | 287 |
|