Transform Wealth’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,809
| Closed | -$1.57M | – | 166 |
|
|
2018
Q4 | $1.57M | Buy |
9,809
+39
| +0.4% | +$6.24K | 0.32% | 93 |
|
|
2018
Q3 | $1.63M | Buy |
9,770
+485
| +5% | +$81K | 0.28% | 99 |
|
|
2018
Q2 | $1.45M | Buy |
9,285
+167
| +2% | +$26K | 0.26% | 110 |
|
|
2018
Q1 | $1.45M | Buy |
9,118
+377
| +4% | +$60K | 0.28% | 120 |
|
|
2017
Q4 | $1.43M | Buy |
8,741
+146
| +2% | +$24K | 0.26% | 123 |
|
|
2017
Q3 | $1.3M | Sell |
8,595
-39
| -0.5% | -$5.9K | 0.45% | 82 |
|
|
2017
Q2 | $1.24M | Buy |
8,634
+858
| +11% | +$123K | 1.39% | 28 |
|
|
2017
Q1 | $1.05M | Buy |
7,776
+964
| +14% | +$130K | 0.39% | 90 |
|
|
2016
Q4 | $980K | Buy |
6,812
+1,592
| +30% | +$229K | 0.39% | 88 |
|
|
2016
Q3 | $726K | Hold |
5,220
| – | – | 0.31% | 105 |
|
|
2016
Q2 | $686K | Buy |
+5,220
| New | +$686K | 0.29% | 112 |
|