Valley Wealth Managers’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 | – | Hold |
0
| – | – | – | 372 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 339 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 364 |
|
|
2022
Q4 | – | Sell |
-8
| Closed | -$2K | – | 378 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 363 |
|
|
2022
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 379 |
|
|
2020
Q3 | – | Sell |
-1,475
| Closed | -$356K | – | 157 |
|
|
2020
Q2 | $356K | Sell |
1,475
-55
| -4% | -$13.3K | 0.04% | 138 |
|
|
2020
Q1 | $305K | Sell |
1,530
-600
| -28% | -$120K | 0.04% | 140 |
|
|
2019
Q4 | $501K | Sell |
2,130
-1,125
| -35% | -$265K | 0.05% | 137 |
|
|
2019
Q3 | $722K | Buy |
+3,255
| New | +$722K | 0.08% | 115 |
|