Squar Milner Financial Services’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
Q2 | – | Sell |
-163
| Closed | -$32K | – | 238 |
|
|
2020
Q1 | $32K | Hold |
163
| – | – | 0.02% | 398 |
|
|
2019
Q4 | $38K | Buy |
+163
| New | +$38K | 0.02% | 434 |
|
|
2019
Q3 | – | Sell |
-131
| Closed | -$30K | – | 244 |
|
|
2019
Q2 | $30K | Buy |
131
+61
| +87% | +$14K | 0.02% | 407 |
|
|
2019
Q1 | $13K | Hold |
70
| – | – | 0.01% | 467 |
|
|
2018
Q4 | $11K | Hold |
70
| – | – | 0.01% | 454 |
|
|
2018
Q3 | $12K | Hold |
70
| – | – | 0.01% | 460 |
|
|
2018
Q2 | $11K | Buy |
+70
| New | +$11K | 0.01% | 559 |
|