PWAG
Polaris Wealth Advisory Group’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.06M | Buy |
10,780
+158
| +1% | +$44.8K | 0.23% | 94 |
|
|
2023
Q2 | $3.18M | Buy |
+10,622
| New | +$3.18M | 0.24% | 90 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$17K | – | 158 |
|
|
2018
Q3 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 337 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$16K | – | 257 |
|
|
2018
Q1 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 314 |
|
|
2016
Q3 | – | Sell |
-1,726
| Closed | -$245K | – | 110 |
|
|
2016
Q2 | $245K | Hold |
1,726
| – | – | 0.04% | 88 |
|
|
2016
Q1 | $249K | Hold |
1,726
| – | – | 0.04% | 97 |
|
|
2015
Q4 | $225K | Buy |
+1,726
| New | +$225K | 0.04% | 132 |
|