Peak Asset Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,420
| Closed | -$233K | – | 130 |
|
|
2017
Q4 | $233K | Hold |
1,420
| – | – | 0.09% | 114 |
|
|
2017
Q3 | $215K | Sell |
1,420
-305
| -18% | -$46.2K | 0.08% | 136 |
|
|
2017
Q2 | $247K | Buy |
+1,725
| New | +$247K | 0.09% | 118 |
|
|
2015
Q3 | – | Sell |
-2,108
| Closed | -$267K | – | 117 |
|
|
2015
Q2 | $267K | Sell |
2,108
-1,135
| -35% | -$144K | 0.14% | 98 |
|
|
2015
Q1 | $454K | Sell |
3,243
-162
| -5% | -$22.7K | 0.23% | 70 |
|
|
2014
Q4 | $454K | Buy |
+3,405
| New | +$454K | 0.24% | 70 |
|