SWMG
Signature Wealth Management Group’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,008
| Closed | -$1.83M | – | 85 |
|
|
2021
Q4 | $1.83M | Buy |
6,008
+636
| +12% | +$194K | 0.92% | 51 |
|
|
2021
Q3 | $1.38M | Buy |
5,372
+773
| +17% | +$198K | 0.76% | 54 |
|
|
2021
Q2 | $1.32M | Buy |
4,599
+158
| +4% | +$45.5K | 0.74% | 56 |
|
|
2021
Q1 | $1.25M | Buy |
4,441
+652
| +17% | +$183K | 0.73% | 54 |
|
|
2020
Q4 | $1.04M | Buy |
3,789
+290
| +8% | +$79.2K | 0.65% | 55 |
|
|
2020
Q3 | $1.04M | Buy |
3,499
+31
| +0.9% | +$9.23K | 0.75% | 43 |
|
|
2020
Q2 | $837K | Buy |
+3,468
| New | +$837K | 0.64% | 49 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$6K | – | 85 |
|
|
2018
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 223 |
|
|
2018
Q2 | $6K | Hold |
37
| – | – | ﹤0.01% | 223 |
|
|
2018
Q1 | $6K | Sell |
37
-8
| -18% | -$1.3K | ﹤0.01% | 219 |
|
|
2017
Q4 | $7K | Buy |
+45
| New | +$7K | 0.01% | 218 |
|