TRUE Private Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-62
| Closed | -$17K | – | 257 |
|
|
2020
Q4 | $17K | Sell |
62
-8
| -11% | -$2.19K | ﹤0.01% | 462 |
|
|
2020
Q3 | $20K | Sell |
70
-1,546
| -96% | -$442K | ﹤0.01% | 411 |
|
|
2020
Q2 | $392K | Sell |
1,616
-174
| -10% | -$42.2K | 0.07% | 130 |
|
|
2020
Q1 | $359K | Sell |
1,790
-1,271
| -42% | -$255K | 0.08% | 119 |
|
|
2019
Q4 | $722K | Buy |
3,061
+947
| +45% | +$223K | 0.11% | 106 |
|
|
2019
Q3 | $471K | Buy |
2,114
+130
| +7% | +$29K | 0.08% | 128 |
|
|
2019
Q2 | $451K | Buy |
1,984
+361
| +22% | +$82.1K | 0.08% | 128 |
|
|
2019
Q1 | $311K | Sell |
1,623
-3,247
| -67% | -$622K | 0.06% | 147 |
|
|
2018
Q4 | $784K | Buy |
4,870
+240
| +5% | +$38.6K | 0.14% | 103 |
|
|
2018
Q3 | $779K | Sell |
4,630
-50
| -1% | -$8.41K | 0.11% | 122 |
|
|
2018
Q2 | $733K | Buy |
4,680
+1,259
| +37% | +$197K | 0.12% | 117 |
|
|
2018
Q1 | $547K | Buy |
3,421
+78
| +2% | +$12.5K | 0.09% | 124 |
|
|
2017
Q4 | $551K | Buy |
3,343
+1,968
| +143% | +$324K | 0.1% | 119 |
|
|
2017
Q3 | $207K | Buy |
+1,375
| New | +$207K | 0.05% | 147 |
|