Redwood Wealth Management 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
Q3 | – | Sell |
-652
| Closed | -$168K | – | 211 |
|
2024
Q2 | $168K | Buy |
+652
| New | +$168K | 0.13% | 128 |
|
2024
Q1 | – | Sell |
-1,300
| Closed | -$356K | – | 113 |
|
2023
Q4 | $356K | Hold |
1,300
| – | – | 0.39% | 81 |
|
2023
Q3 | $368K | Sell |
1,300
-100
| -7% | -$28.3K | 0.43% | 73 |
|
2023
Q2 | $419K | Hold |
1,400
| – | – | 0.47% | 64 |
|
2023
Q1 | $402K | Hold |
1,400
| – | – | 0.46% | 65 |
|
2022
Q4 | $432K | Buy |
+1,400
| New | +$432K | 0.54% | 50 |
|