Taylor Wealth Management Partners’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$98K | – | 135 |
|
|
2017
Q4 | $98K | Hold |
600
| – | – | 0.04% | 83 |
|
|
2017
Q3 | $91K | Hold |
600
| – | – | 0.04% | 86 |
|
|
2017
Q2 | $86K | Hold |
600
| – | – | 0.04% | 88 |
|
|
2017
Q1 | $81K | Hold |
600
| – | – | 0.04% | 93 |
|
|
2016
Q4 | $86K | Sell |
600
-49
| -8% | -$7.02K | 0.04% | 88 |
|
|
2016
Q3 | $90K | Hold |
649
| – | – | 0.04% | 78 |
|
|
2016
Q2 | $85K | Hold |
649
| – | – | 0.03% | 74 |
|
|
2016
Q1 | $86K | Buy |
+649
| New | +$86K | 0.04% | 67 |
|