RFA
Reilly Financial Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13.2M | Sell |
43,398
-2,159
| -5% | -$657K | 0.98% | 48 |
|
|
2021
Q3 | $11.7M | Buy |
45,557
+1,787
| +4% | +$458K | 0.99% | 44 |
|
|
2021
Q2 | $12.6M | Buy |
43,770
+1,401
| +3% | +$403K | 1.02% | 50 |
|
|
2021
Q1 | $11.9M | Buy |
42,369
+1,104
| +3% | +$311K | 1.05% | 40 |
|
|
2020
Q4 | $11.3M | Buy |
41,265
+713
| +2% | +$195K | 1.06% | 42 |
|
|
2020
Q3 | $12.1M | Sell |
40,552
-4,021
| -9% | -$1.2M | 1.29% | 32 |
|
|
2020
Q2 | $10.8M | Buy |
44,573
+1,460
| +3% | +$353K | 1.27% | 36 |
|
|
2020
Q1 | $8.61M | Buy |
43,113
+692
| +2% | +$138K | 1.24% | 38 |
|
|
2019
Q4 | $9.97M | Sell |
42,421
-488
| -1% | -$115K | 1.13% | 46 |
|
|
2019
Q3 | $9.52M | Buy |
42,909
+1,014
| +2% | +$225K | 1.17% | 44 |
|
|
2019
Q2 | $9.48M | Sell |
41,895
-376
| -0.9% | -$85.1K | 1.19% | 45 |
|
|
2019
Q1 | $8.07M | Buy |
42,271
+2,373
| +6% | +$453K | 1.05% | 46 |
|
|
2018
Q4 | $6.39M | Buy |
39,898
+39,798
| +39,798% | +$6.37M | 0.93% | 50 |
|
|
2018
Q3 | $17K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2018
Q2 | $16K | Hold |
100
| – | – | ﹤0.01% | 561 |
|
|
2018
Q1 | $16K | Sell |
100
-200
| -67% | -$32K | ﹤0.01% | 548 |
|
|
2017
Q4 | $49K | Hold |
300
| – | – | 0.01% | 331 |
|
|
2017
Q3 | $45K | Hold |
300
| – | – | 0.01% | 326 |
|
|
2017
Q2 | $43K | Hold |
300
| – | – | 0.01% | 329 |
|
|
2017
Q1 | $41K | Hold |
300
| – | – | 0.01% | 326 |
|
|
2016
Q4 | $43K | Hold |
300
| – | – | 0.01% | 297 |
|
|
2016
Q3 | $45K | Buy |
300
+66
| +28% | +$9.9K | 0.01% | 280 |
|
|
2016
Q2 | $33K | Buy |
234
+34
| +17% | +$4.8K | 0.01% | 308 |
|
|
2016
Q1 | $29K | Hold |
200
| – | – | 0.01% | 369 |
|
|
2015
Q4 | $26K | Hold |
200
| – | – | ﹤0.01% | 394 |
|
|
2015
Q3 | $26K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2015
Q2 | $27K | Hold |
200
| – | – | ﹤0.01% | 581 |
|
|
2015
Q1 | $30K | Hold |
200
| – | – | 0.01% | 544 |
|
|
2014
Q4 | $29K | Hold |
200
| – | – | 0.01% | 328 |
|
|
2014
Q3 | $26K | Hold |
200
| – | – | 0.01% | 349 |
|
|
2014
Q2 | $26K | Hold |
200
| – | – | 0.01% | 360 |
|
|
2014
Q1 | $24K | Hold |
200
| – | – | 0.01% | 393 |
|
|
2013
Q4 | $22K | Hold |
200
| – | – | 0.01% | 370 |
|
|
2013
Q3 | $21K | Hold |
200
| – | – | 0.01% | 336 |
|
|
2013
Q2 | $18K | Buy |
+200
| New | +$18K | 0.01% | 356 |
|