Warther Private Wealth’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-894
| Closed | -$208K | – | 80 |
|
|
2022
Q3 | $208K | Sell |
894
-1,574
| -64% | -$366K | 0.16% | 77 |
|
|
2022
Q2 | $599K | Sell |
2,468
-898
| -27% | -$218K | 0.44% | 63 |
|
|
2022
Q1 | $838K | Sell |
3,366
-49
| -1% | -$12.2K | 0.55% | 49 |
|
|
2021
Q4 | $1.01M | Buy |
3,415
+1
| +0% | +$296 | 0.75% | 36 |
|
|
2021
Q3 | $879K | Buy |
3,414
+210
| +7% | +$54.1K | 0.78% | 35 |
|
|
2021
Q2 | $925K | Buy |
+3,204
| New | +$925K | 0.9% | 34 |
|