Total Clarity Wealth Management’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
Q1 | – | Sell |
-4,950
| Closed | -$1.36M | – | 268 |
|
|
2023
Q4 | $1.36M | Sell |
4,950
-80
| -2% | -$21.9K | 0.56% | 53 |
|
|
2023
Q3 | $1.43M | Sell |
5,030
-85
| -2% | -$24.1K | 0.69% | 39 |
|
|
2023
Q2 | $1.53M | Sell |
5,115
-135
| -3% | -$40.4K | 0.76% | 31 |
|
|
2023
Q1 | $1.51M | Hold |
5,250
| – | – | 0.82% | 30 |
|
|
2022
Q4 | $1.62M | Buy |
5,250
+85
| +2% | +$26.2K | 0.82% | 28 |
|
|
2022
Q3 | $1.2M | Buy |
5,165
+35
| +0.7% | +$8.15K | 0.75% | 38 |
|
|
2022
Q2 | $1.23M | Buy |
+5,130
| New | +$1.23M | 0.64% | 41 |
|