TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,241
| Closed | -$543K | – | 310 |
|
|
2024
Q1 | $543K | Sell |
2,241
-52
| -2% | -$12.7K | 0.09% | 194 |
|
|
2023
Q4 | $628K | Buy |
2,293
+21
| +0.9% | +$5.77K | 0.11% | 169 |
|
|
2023
Q3 | $644K | Buy |
2,272
+9
| +0.4% | +$2.64K | 0.13% | 157 |
|
|
2023
Q2 | $678K | Buy |
2,263
+3
| +0.1% | +$854 | 0.13% | 146 |
|
|
2023
Q1 | $649K | Buy |
2,260
+47
| +2% | +$13.7K | 0.14% | 149 |
|
|
2022
Q4 | $682K | Buy |
2,213
+152
| +7% | +$42.8K | 0.16% | 139 |
|
|
2022
Q3 | $480K | Buy |
2,061
+197
| +11% | +$48.8K | 0.11% | 162 |
|
|
2022
Q2 | $448K | Buy |
1,864
+10
| +0.5% | +$2.43K | 0.1% | 170 |
|
|
2022
Q1 | $463K | Buy |
1,854
+62
| +3% | +$15.9K | 0.08% | 195 |
|
|
2021
Q4 | $545K | Buy |
1,792
+27
| +2% | +$7.93K | 0.1% | 178 |
|
|
2021
Q3 | $452K | Buy |
1,765
+62
| +4% | +$17.1K | 0.09% | 194 |
|
|
2021
Q2 | $490K | Sell |
1,703
-286
| -14% | -$84K | 0.1% | 173 |
|
|
2021
Q1 | $560K | Sell |
1,989
-25
| -1% | -$6.8K | 0.13% | 139 |
|
|
2020
Q4 | $560K | Hold |
2,014
| – | – | 0.13% | 133 |
|
|
2020
Q3 | $600K | Buy |
2,014
+80
| +4% | +$23K | 0.17% | 127 |
|
|
2020
Q2 | $467K | Buy |
1,934
+15
| +0.8% | +$3.42K | 0.15% | 129 |
|
|
2020
Q1 | $383K | Buy |
1,919
+188
| +11% | +$42.8K | 0.15% | 133 |
|
|
2019
Q4 | $407K | Buy |
1,731
+89
| +5% | +$20.1K | 0.14% | 142 |
|
|
2019
Q3 | $352K | Buy |
1,642
+185
| +13% | +$41.6K | 0.12% | 148 |
|
|
2019
Q2 | $328K | Buy |
1,457
+38
| +3% | +$7.87K | 0.16% | 121 |
|
|
2019
Q1 | $271K | Buy |
1,419
+166
| +13% | +$28.6K | 0.13% | 140 |
|
|
2018
Q4 | $201K | Buy |
+1,253
| New | +$199K | 0.12% | 158 |
|
Other funds holding APD
