TCI Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-329
| Closed | -$94.5K | – | 322 |
|
|
2023
Q1 | $94.5K | Sell |
329
-3
| -0.9% | -$876 | 0.01% | 290 |
|
|
2022
Q4 | $102K | Sell |
332
-43
| -11% | -$12.1K | 0.01% | 259 |
|
|
2022
Q3 | $87K | Buy |
375
+74
| +25% | +$18.3K | 0.01% | 265 |
|
|
2022
Q2 | $72K | Buy |
301
+61
| +25% | +$14.8K | 0.01% | 295 |
|
|
2022
Q1 | $59K | Sell |
240
-90
| -27% | -$23.1K | 0.01% | 364 |
|
|
2021
Q4 | $100K | Buy |
330
+57
| +21% | +$16.7K | 0.01% | 266 |
|
|
2021
Q3 | $70K | Sell |
273
-15
| -5% | -$4.15K | 0.01% | 347 |
|
|
2021
Q2 | $83K | Buy |
288
+29
| +11% | +$8.51K | 0.01% | 312 |
|
|
2021
Q1 | $73K | Buy |
259
+21
| +9% | +$5.71K | 0.03% | 296 |
|
|
2020
Q4 | $65K | Sell |
238
-22
| -8% | -$6.2K | 0.03% | 293 |
|
|
2020
Q3 | $77K | Buy |
260
+22
| +9% | +$6.33K | 0.03% | 245 |
|
|
2020
Q2 | $57K | Sell |
238
-90
| -27% | -$20.5K | 0.02% | 290 |
|
|
2020
Q1 | $65K | Sell |
328
-96
| -23% | -$21.9K | 0.03% | 266 |
|
|
2019
Q4 | $100K | Buy |
424
+143
| +51% | +$32.3K | 0.04% | 258 |
|
|
2019
Q3 | $62K | Buy |
281
+11
| +4% | +$2.48K | 0.03% | 288 |
|
|
2019
Q2 | $61K | Buy |
270
+10
| +4% | +$2.07K | 0.03% | 275 |
|
|
2019
Q1 | $50K | Buy |
260
+22
| +9% | +$3.79K | 0.02% | 333 |
|
|
2018
Q4 | $38K | Sell |
238
-80
| -25% | -$12.7K | 0.02% | 358 |
|
|
2018
Q3 | $53K | Hold |
318
| – | – | 0.02% | 329 |
|
|
2018
Q2 | $50K | Hold |
318
| – | – | 0.02% | 317 |
|
|
2018
Q1 | $51K | Buy |
318
+22
| +7% | +$3.63K | 0.02% | 326 |
|
|
2017
Q4 | $49K | Hold |
296
| – | – | 0.02% | 347 |
|
|
2017
Q3 | $45K | Hold |
296
| – | – | 0.02% | 330 |
|
|
2017
Q2 | $42K | Sell |
296
-108
| -27% | -$15.4K | 0.02% | 335 |
|
|
2017
Q1 | $55K | Buy |
404
+107
| +36% | +$15.1K | 0.03% | 289 |
|
|
2016
Q4 | $43K | Buy |
297
+4
| +1% | +$560 | 0.02% | 346 |
|
|
2016
Q3 | $41K | Buy |
293
+12
| +4% | +$1.66K | 0.02% | 325 |
|
|
2016
Q2 | $37K | Sell |
281
-104
| -27% | -$13.8K | 0.02% | 330 |
|
|
2016
Q1 | $51K | Sell |
385
-19
| -5% | -$2.3K | 0.03% | 299 |
|
|
2015
Q4 | $49K | Sell |
404
-18
| -4% | -$2.27K | 0.03% | 302 |
|
|
2015
Q3 | $50K | Buy |
422
+7
| +2% | +$891 | 0.03% | 284 |
|
|
2015
Q2 | $53K | Sell |
415
-2
| -0.5% | -$273 | 0.03% | 275 |
|
|
2015
Q1 | $58K | Sell |
417
-2
| -0.5% | -$277 | 0.04% | 224 |
|
|
2014
Q4 | $56K | Buy |
419
+4
| +1% | +$506 | 0.03% | 237 |
|
|
2014
Q3 | $50K | Sell |
415
-2
| -0.5% | -$244 | 0.03% | 236 |
|
|
2014
Q2 | $50K | Buy |
417
+22
| +6% | +$2.45K | 0.03% | 246 |
|
|
2014
Q1 | $43K | Buy |
395
+114
| +41% | +$12.1K | 0.03% | 244 |
|
|
2013
Q4 | $29K | Hold |
281
| – | – | 0.02% | 306 |
|
|
2013
Q3 | $28K | Hold |
281
| – | – | 0.02% | 254 |
|
|
2013
Q2 | $24K | Buy |
+281
| New | +$23.6K | 0.02% | 285 |
|
Other funds holding APD
