Roosevelt Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,390
| Closed | -$2.29M | – | 154 |
|
|
2018
Q1 | $2.29M | Hold |
14,390
| – | – | 0.22% | 86 |
|
|
2017
Q4 | $2.36M | Hold |
14,390
| – | – | 0.22% | 91 |
|
|
2017
Q3 | $2.18M | Hold |
14,390
| – | – | 0.2% | 101 |
|
|
2017
Q2 | $2.06M | Sell |
14,390
-705
| -5% | -$101K | 0.19% | 105 |
|
|
2017
Q1 | $2.04M | Buy |
+15,095
| New | +$2.04M | 0.19% | 113 |
|