Oxford Financial Group’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
Q4 | – | Sell |
-672
| Closed | -$200K | – | 301 |
|
|
2024
Q3 | $200K | Buy |
+672
| New | +$200K | 0.01% | 239 |
|
|
2024
Q1 | – | Sell |
-851
| Closed | -$233K | – | 275 |
|
|
2023
Q4 | $233K | Sell |
851
-294
| -26% | -$80.5K | 0.02% | 213 |
|
|
2023
Q3 | $324K | Sell |
1,145
-551
| -32% | -$156K | 0.03% | 162 |
|
|
2023
Q2 | $508K | Buy |
+1,696
| New | +$508K | 0.05% | 137 |
|