V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-717
| Closed | -$215K | – | 125 |
|
|
2023
Q2 | $215K | Buy |
+717
| New | +$215K | 0.04% | 351 |
|
|
2022
Q2 | – | Sell |
-1,348
| Closed | -$337K | – | 408 |
|
|
2022
Q1 | $337K | Buy |
1,348
+426
| +46% | +$107K | 0.05% | 325 |
|
|
2021
Q4 | $280K | Buy |
+922
| New | +$280K | 0.04% | 364 |
|
|
2020
Q2 | – | Sell |
-1,170
| Closed | -$233K | – | 344 |
|
|
2020
Q1 | $233K | Buy |
+1,170
| New | +$233K | 0.07% | 266 |
|
|
2017
Q3 | – | Sell |
-22
| Closed | -$3K | – | 224 |
|
|
2017
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 698 |
|