TrueWealth 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
2024
Q4
Sell
-698
Closed -$208K 225
2024
Q3
$208K Buy
+698
New +$208K 0.07% 220
2023
Q4
Sell
-762
Closed -$216K 199
2023
Q3
$216K Buy
762
+13
+2% +$3.68K 0.09% 179
2023
Q2
$224K Buy
+749
New +$224K 0.09% 171