TWA
TCI Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-329
| Closed | -$94.5K | – | 322 |
|
|
2023
Q1 | $94.5K | Sell |
329
-3
| -0.9% | -$862 | 0.01% | 290 |
|
|
2022
Q4 | $102K | Sell |
332
-43
| -11% | -$13.3K | 0.01% | 259 |
|
|
2022
Q3 | $87K | Buy |
375
+74
| +25% | +$17.2K | 0.01% | 265 |
|
|
2022
Q2 | $72K | Buy |
301
+61
| +25% | +$14.6K | 0.01% | 294 |
|
|
2022
Q1 | $59K | Sell |
240
-90
| -27% | -$22.1K | 0.01% | 364 |
|
|
2021
Q4 | $100K | Buy |
330
+57
| +21% | +$17.3K | 0.01% | 266 |
|
|
2021
Q3 | $70K | Sell |
273
-15
| -5% | -$3.85K | 0.01% | 332 |
|
|
2021
Q2 | $83K | Buy |
288
+29
| +11% | +$8.36K | 0.01% | 294 |
|
|
2021
Q1 | $73K | Buy |
259
+21
| +9% | +$5.92K | 0.03% | 280 |
|
|
2020
Q4 | $65K | Sell |
238
-22
| -8% | -$6.01K | 0.03% | 269 |
|
|
2020
Q3 | $77K | Buy |
260
+22
| +9% | +$6.52K | 0.03% | 229 |
|
|
2020
Q2 | $57K | Sell |
238
-90
| -27% | -$21.6K | 0.02% | 278 |
|
|
2020
Q1 | $65K | Sell |
328
-96
| -23% | -$19K | 0.03% | 257 |
|
|
2019
Q4 | $100K | Buy |
424
+143
| +51% | +$33.7K | 0.04% | 254 |
|
|
2019
Q3 | $62K | Buy |
281
+11
| +4% | +$2.43K | 0.03% | 285 |
|
|
2019
Q2 | $61K | Buy |
270
+10
| +4% | +$2.26K | 0.03% | 271 |
|
|
2019
Q1 | $50K | Buy |
260
+22
| +9% | +$4.23K | 0.02% | 327 |
|
|
2018
Q4 | $38K | Sell |
238
-80
| -25% | -$12.8K | 0.02% | 350 |
|
|
2018
Q3 | $53K | Hold |
318
| – | – | 0.02% | 320 |
|
|
2018
Q2 | $50K | Hold |
318
| – | – | 0.02% | 317 |
|
|
2018
Q1 | $51K | Buy |
318
+22
| +7% | +$3.53K | 0.02% | 323 |
|
|
2017
Q4 | $49K | Hold |
296
| – | – | 0.02% | 347 |
|
|
2017
Q3 | $45K | Hold |
296
| – | – | 0.02% | 329 |
|
|
2017
Q2 | $42K | Sell |
296
-108
| -27% | -$15.3K | 0.02% | 335 |
|
|
2017
Q1 | $55K | Buy |
404
+107
| +36% | +$14.6K | 0.03% | 289 |
|
|
2016
Q4 | $43K | Buy |
297
+26
| +10% | +$3.76K | 0.02% | 346 |
|
|
2016
Q3 | $41K | Buy |
271
+11
| +4% | +$1.66K | 0.02% | 325 |
|
|
2016
Q2 | $37K | Sell |
260
-96
| -27% | -$13.7K | 0.02% | 330 |
|
|
2016
Q1 | $51K | Sell |
356
-18
| -5% | -$2.58K | 0.03% | 299 |
|
|
2015
Q4 | $49K | Sell |
374
-16
| -4% | -$2.1K | 0.03% | 302 |
|
|
2015
Q3 | $50K | Buy |
390
+6
| +2% | +$769 | 0.03% | 284 |
|
|
2015
Q2 | $53K | Sell |
384
-2
| -0.5% | -$276 | 0.03% | 275 |
|
|
2015
Q1 | $58K | Sell |
386
-2
| -0.5% | -$301 | 0.04% | 224 |
|
|
2014
Q4 | $56K | Buy |
388
+4
| +1% | +$577 | 0.03% | 237 |
|
|
2014
Q3 | $50K | Sell |
384
-2
| -0.5% | -$260 | 0.03% | 236 |
|
|
2014
Q2 | $50K | Buy |
386
+21
| +6% | +$2.72K | 0.03% | 246 |
|
|
2014
Q1 | $43K | Buy |
365
+105
| +40% | +$12.4K | 0.03% | 244 |
|
|
2013
Q4 | $29K | Hold |
260
| – | – | 0.02% | 305 |
|
|
2013
Q3 | $28K | Hold |
260
| – | – | 0.02% | 254 |
|
|
2013
Q2 | $24K | Buy |
+260
| New | +$24K | 0.02% | 284 |
|