Sheets Smith Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,207
| Closed | -$360K | – | 334 |
|
|
2020
Q3 | $360K | Buy |
+1,207
| New | +$360K | 0.06% | 219 |
|
|
2020
Q2 | – | Sell |
-2,534
| Closed | -$506K | – | 262 |
|
|
2020
Q1 | $506K | Buy |
2,534
+91
| +4% | +$18.2K | 0.11% | 159 |
|
|
2019
Q4 | $570K | Sell |
2,443
-25
| -1% | -$5.83K | 0.11% | 186 |
|
|
2019
Q3 | $548K | Sell |
2,468
-1,560
| -39% | -$346K | 0.11% | 181 |
|
|
2019
Q2 | $912K | Sell |
4,028
-36
| -0.9% | -$8.15K | 0.19% | 133 |
|
|
2019
Q1 | $776K | Buy |
+4,064
| New | +$776K | 0.17% | 144 |
|