WMS
Wealth Management Solutions’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $308K | Buy |
1,086
+2
| +0.2% | +$567 | 0.21% | 61 |
|
|
2023
Q2 | $325K | Buy |
1,084
+52
| +5% | +$15.6K | 0.21% | 60 |
|
|
2023
Q1 | $296K | Buy |
1,032
+27
| +3% | +$7.75K | 0.17% | 67 |
|
|
2022
Q4 | $310K | Sell |
1,005
-8
| -0.8% | -$2.47K | 0.16% | 70 |
|
|
2022
Q3 | $236K | Sell |
1,013
-3
| -0.3% | -$699 | 0.14% | 69 |
|
|
2022
Q2 | $244K | Buy |
1,016
+87
| +9% | +$20.9K | 0.14% | 78 |
|
|
2022
Q1 | $232K | Buy |
929
+85
| +10% | +$21.2K | 0.12% | 100 |
|
|
2021
Q4 | $257K | Buy |
+844
| New | +$257K | 0.13% | 99 |
|