Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48
| Closed | -$13.1K | – | 151 |
|
|
2023
Q4 | $13.1K | Buy |
+48
| New | +$13.1K | ﹤0.01% | 373 |
|
|
2022
Q3 | – | Sell |
-165
| Closed | -$39.7K | – | 128 |
|
|
2022
Q2 | $39.7K | Sell |
165
-43
| -21% | -$10.3K | 0.01% | 233 |
|
|
2022
Q1 | $51.8K | Buy |
208
+41
| +25% | +$10.2K | 0.01% | 290 |
|
|
2021
Q4 | $51K | Hold |
167
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $43K | Buy |
167
+9
| +6% | +$2.32K | 0.01% | 339 |
|
|
2021
Q2 | $45K | Hold |
158
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $44K | Buy |
158
+76
| +93% | +$21.2K | 0.01% | 310 |
|
|
2020
Q4 | $22K | Hold |
82
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $24K | Hold |
82
| – | – | 0.01% | 357 |
|
|
2020
Q2 | $20K | Buy |
+82
| New | +$20K | 0.01% | 342 |
|