Walled Lake Planning & Wealth Management’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
Q4 | – | Sell |
-212
| Closed | -$54K | – | 118 |
|
|
2021
Q3 | $54K | Sell |
212
-10
| -5% | -$2.55K | 0.03% | 160 |
|
|
2021
Q2 | $64K | Buy |
222
+1
| +0.5% | +$288 | 0.04% | 142 |
|
|
2021
Q1 | $62K | Buy |
221
+1
| +0.5% | +$281 | 0.04% | 137 |
|
|
2020
Q4 | $60K | Sell |
220
-11
| -5% | -$3K | 0.05% | 125 |
|
|
2020
Q3 | $69K | Buy |
231
+1
| +0.4% | +$299 | 0.06% | 107 |
|
|
2020
Q2 | $55K | Buy |
230
+24
| +12% | +$5.74K | 0.05% | 104 |
|
|
2020
Q1 | $41K | Buy |
206
+1
| +0.5% | +$199 | 0.04% | 110 |
|
|
2019
Q4 | $48K | Buy |
+205
| New | +$48K | 0.03% | 114 |
|