Surevest’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.29M | Buy |
14,146
+145
| +1% | +$33.7K | 0.9% | 43 |
|
|
2022
Q2 | $3.37M | Buy |
14,001
+802
| +6% | +$193K | 0.88% | 47 |
|
|
2022
Q1 | $3.3M | Sell |
13,199
-2,452
| -16% | -$613K | 0.8% | 54 |
|
|
2021
Q4 | $4.76M | Sell |
15,651
-218
| -1% | -$66.3K | 1.13% | 39 |
|
|
2021
Q3 | $4.06M | Buy |
15,869
+983
| +7% | +$252K | 1.03% | 53 |
|
|
2021
Q2 | $4.28M | Sell |
14,886
-359
| -2% | -$103K | 1.12% | 51 |
|
|
2021
Q1 | $4.29M | Buy |
15,245
+683
| +5% | +$192K | 1.3% | 41 |
|
|
2020
Q4 | $3.98M | Buy |
14,562
+969
| +7% | +$265K | 1.33% | 38 |
|
|
2020
Q3 | $4.05M | Buy |
13,593
+217
| +2% | +$64.6K | 1.59% | 18 |
|
|
2020
Q2 | $3.23M | Buy |
13,376
+1,271
| +10% | +$307K | 1.43% | 25 |
|
|
2020
Q1 | $2.42M | Buy |
12,105
+5,423
| +81% | +$1.08M | 1.31% | 32 |
|
|
2019
Q4 | $1.57M | Buy |
6,682
+2,248
| +51% | +$528K | 0.67% | 73 |
|
|
2019
Q3 | $984K | Buy |
4,434
+974
| +28% | +$216K | 0.48% | 79 |
|
|
2019
Q2 | $783K | Buy |
+3,460
| New | +$783K | 0.41% | 86 |
|