SVA 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 | $2.26M | Buy |
8,259
+1,465
| +22% | +$400K | 0.2% | 90 |
|
|
2020
Q3 | $2.02M | Buy |
6,794
+541
| +9% | +$161K | 0.2% | 94 |
|
|
2020
Q2 | $1.51M | Buy |
6,253
+470
| +8% | +$113K | 0.16% | 105 |
|
|
2020
Q1 | $1.15M | Buy |
+5,783
| New | +$1.15M | 0.13% | 113 |
|
|
2015
Q3 | – | Sell |
-9,554
| Closed | -$1.21M | – | 204 |
|
|
2015
Q2 | $1.21M | Buy |
9,554
+443
| +5% | +$56.1K | 0.22% | 105 |
|
|
2015
Q1 | $1.28M | Buy |
9,111
+3,079
| +51% | +$431K | 0.23% | 101 |
|
|
2014
Q4 | $805K | Buy |
6,032
+560
| +10% | +$74.7K | 0.29% | 79 |
|
|
2014
Q3 | $659K | Buy |
5,472
+11
| +0.2% | +$1.33K | 0.28% | 86 |
|
|
2014
Q2 | $650K | Buy |
5,461
+798
| +17% | +$95K | 0.28% | 81 |
|
|
2014
Q1 | $514K | Buy |
4,663
+935
| +25% | +$103K | 0.24% | 96 |
|
|
2013
Q4 | $386K | Buy |
+3,728
| New | +$386K | 0.23% | 98 |
|