SWS
SYSTM Wealth Solutions’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,009
| Closed | -$260K | – | 121 |
|
|
2024
Q2 | $260K | Sell |
1,009
-20,693
| -95% | -$5.34M | 0.06% | 179 |
|
|
2024
Q1 | $5.28M | Buy |
21,702
+2,799
| +15% | +$681K | 0.67% | 36 |
|
|
2023
Q4 | $5.19M | Buy |
18,903
+9,171
| +94% | +$2.52M | 0.72% | 31 |
|
|
2023
Q3 | $2.76M | Sell |
9,732
-1,903
| -16% | -$539K | 0.42% | 54 |
|
|
2023
Q2 | $3.49M | Sell |
11,635
-587
| -5% | -$176K | 0.47% | 55 |
|
|
2023
Q1 | $3.51M | Sell |
12,222
-1,651
| -12% | -$474K | 0.54% | 44 |
|
|
2022
Q4 | $4.28M | Buy |
+13,873
| New | +$4.28M | 0.53% | 43 |
|