Omnia 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
Q2 | – | Sell |
-11
| Closed | -$2K | – | 130 |
|
|
2019
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 440 |
|
|
2018
Q4 | $2K | Sell |
11
-71
| -87% | -$12.9K | ﹤0.01% | 389 |
|
|
2018
Q3 | $14K | Hold |
82
| – | – | 0.01% | 228 |
|
|
2018
Q2 | $13K | Sell |
82
-12
| -13% | -$1.9K | 0.01% | 230 |
|
|
2018
Q1 | $15K | Sell |
94
-66
| -41% | -$10.5K | 0.01% | 227 |
|
|
2017
Q4 | $26K | Buy |
160
+149
| +1,355% | +$24.2K | 0.01% | 204 |
|
|
2017
Q3 | $2K | Sell |
11
-22
| -67% | -$4K | ﹤0.01% | 429 |
|
|
2017
Q2 | $5K | Sell |
33
-62
| -65% | -$9.39K | ﹤0.01% | 378 |
|
|
2017
Q1 | $13K | Buy |
95
+62
| +188% | +$8.48K | 0.01% | 249 |
|
|
2016
Q4 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 362 |
|