Partnervest Advisory Services’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $489K | Buy |
1,642
+584
| +55% | +$174K | 0.16% | 117 |
|
|
2020
Q2 | $255K | Buy |
+1,058
| New | +$255K | 0.1% | 167 |
|
|
2014
Q3 | – | Sell |
-349
| Closed | -$42K | – | 188 |
|
|
2014
Q2 | $42K | Hold |
349
| – | – | 0.02% | 391 |
|
|
2014
Q1 | $38K | Buy |
349
+54
| +18% | +$5.88K | 0.02% | 373 |
|
|
2013
Q4 | $31K | Hold |
295
| – | – | 0.01% | 394 |
|
|
2013
Q3 | $29K | Sell |
295
-175
| -37% | -$17.2K | 0.01% | 373 |
|
|
2013
Q2 | $40K | Buy |
+470
| New | +$40K | 0.02% | 276 |
|