WealthShield Partners’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,710	Closed	-$1.57M	–	478
2023 Q4	$1.57M	Sell	5,710 -370	-6%	-$102K	0.26%	109
2023 Q3	$1.73M	Buy	6,080 +379	+7%	+$111K	0.26%	104
2023 Q2	$1.72M	Buy	5,701 +300	+6%	+$85.4K	0.26%	101
2023 Q1	$1.56M	Buy	5,401 +635	+13%	+$185K	0.25%	108
2022 Q4	$1.48M	Buy	4,766 +399	+9%	+$112K	0.28%	101
2022 Q3	$1.02M	Buy	4,367 +240	+6%	+$59.4K	0.2%	122
2022 Q2	$999K	Buy	4,127 +589	+17%	+$143K	0.2%	124
2022 Q1	$890K	Buy	3,538 +975	+38%	+$251K	0.14%	160
2021 Q4	$780K	Buy	2,563 +514	+25%	+$151K	0.13%	159
2021 Q3	$525K	Sell	2,049 -409	-17%	-$113K	0.14%	134
2021 Q2	$707K	Buy	2,458 +487	+25%	+$143K	0.11%	134
2021 Q1	$555K	Buy	1,971 +2	+0.1%	+$544	0.1%	146
2020 Q4	$538K	Buy	1,969 +302	+18%	+$85K	0.1%	162
2020 Q3	$497K	Buy	1,667 +106	+7%	+$30.5K	0.17%	129
2020 Q2	$377K	Sell	1,561 -143	-8%	-$32.6K	0.17%	129
2020 Q1	$340K	Sell	1,704 -1,091	-39%	-$249K	0.21%	101
2019 Q4	$657K	Buy	2,795 +229	+9%	+$51.7K	0.32%	66
2019 Q3	$569K	Buy	2,566 +642	+33%	+$144K	0.3%	75
2019 Q2	$436K	Buy	1,924 +791	+70%	+$164K	0.25%	90
2019 Q1	$216K	Buy	+1,133	New	+$195K	0.12%	133