TrueWealth LLC’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $30K | Sell |
125
-40
| -24% | -$9.6K | 0.01% | 332 |
|
|
2020
Q1 | $33K | Sell |
165
-33
| -17% | -$6.6K | 0.02% | 296 |
|
|
2019
Q4 | $47K | Buy |
198
+32
| +19% | +$7.6K | 0.02% | 278 |
|
|
2019
Q3 | $37K | Hold |
166
| – | – | 0.02% | 295 |
|
|
2019
Q2 | $38K | Sell |
166
-25
| -13% | -$5.72K | 0.02% | 296 |
|
|
2019
Q1 | $36K | Buy |
191
+25
| +15% | +$4.71K | 0.02% | 296 |
|
|
2018
Q4 | $27K | Sell |
166
-136
| -45% | -$22.1K | 0.01% | 320 |
|
|
2018
Q3 | $50K | Hold |
302
| – | – | 0.02% | 267 |
|
|
2018
Q2 | $47K | Hold |
302
| – | – | 0.02% | 269 |
|
|
2018
Q1 | $48K | Sell |
302
-80
| -21% | -$12.7K | 0.02% | 261 |
|
|
2017
Q4 | $63K | Buy |
+382
| New | +$63K | 0.03% | 261 |
|