OWA
Outlook Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,548
| Closed | -$423K | – | 190 |
|
|
2020
Q4 | $423K | Buy |
1,548
+56
| +4% | +$15.3K | 0.15% | 142 |
|
|
2020
Q3 | $445K | Buy |
1,492
+56
| +4% | +$16.7K | 0.18% | 121 |
|
|
2020
Q2 | $347K | Buy |
1,436
+64
| +5% | +$15.5K | 0.15% | 134 |
|
|
2020
Q1 | $274K | Buy |
1,372
+64
| +5% | +$12.8K | 0.15% | 131 |
|
|
2019
Q4 | $307K | Sell |
1,308
-103
| -7% | -$24.2K | 0.17% | 118 |
|
|
2019
Q3 | $313K | Buy |
1,411
+23
| +2% | +$5.1K | 0.19% | 127 |
|
|
2019
Q2 | $314K | Buy |
1,388
+84
| +6% | +$19K | 0.21% | 124 |
|
|
2019
Q1 | $249K | Buy |
1,304
+1,064
| +443% | +$203K | 0.21% | 127 |
|
|
2018
Q4 | $384K | Buy |
+240
| New | +$384K | 0.18% | 128 |
|