TFO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$485 | – | 103 |
|
|
2024
Q1 | $485 | Sell |
2
-3
| -60% | -$728 | ﹤0.01% | 271 |
|
|
2023
Q4 | $1.37K | Hold |
5
| – | – | ﹤0.01% | 162 |
|
|
2023
Q3 | $1.5K | Buy |
5
+3
| +150% | +$899 | ﹤0.01% | 225 |
|
|
2023
Q2 | $599 | Hold |
2
| – | – | ﹤0.01% | 259 |
|
|
2023
Q1 | $574 | Sell |
2
-4
| -67% | -$1.15K | ﹤0.01% | 225 |
|
|
2022
Q4 | $231 | Buy |
+6
| New | +$231 | ﹤0.01% | 608 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 160 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 375 |
|