WealthShield Partners’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$108K | 0.26% | 104 |
|
|
2023
Q2 | $1.72M | Buy |
5,701
+300
| +6% | +$90.4K | 0.26% | 101 |
|
|
2023
Q1 | $1.56M | Buy |
5,401
+635
| +13% | +$184K | 0.25% | 108 |
|
|
2022
Q4 | $1.48M | Buy |
4,766
+399
| +9% | +$124K | 0.28% | 101 |
|
|
2022
Q3 | $1.02M | Buy |
4,367
+240
| +6% | +$56.2K | 0.2% | 122 |
|
|
2022
Q2 | $999K | Buy |
4,127
+589
| +17% | +$143K | 0.2% | 124 |
|
|
2022
Q1 | $890K | Buy |
3,538
+975
| +38% | +$245K | 0.14% | 160 |
|
|
2021
Q4 | $780K | Buy |
2,563
+514
| +25% | +$156K | 0.13% | 159 |
|
|
2021
Q3 | $525K | Sell |
2,049
-409
| -17% | -$105K | 0.14% | 134 |
|
|
2021
Q2 | $707K | Buy |
2,458
+487
| +25% | +$140K | 0.11% | 134 |
|
|
2021
Q1 | $555K | Buy |
1,971
+2
| +0.1% | +$563 | 0.1% | 146 |
|
|
2020
Q4 | $538K | Buy |
1,969
+302
| +18% | +$82.5K | 0.1% | 162 |
|
|
2020
Q3 | $497K | Buy |
1,667
+106
| +7% | +$31.6K | 0.17% | 129 |
|
|
2020
Q2 | $377K | Sell |
1,561
-143
| -8% | -$34.5K | 0.17% | 129 |
|
|
2020
Q1 | $340K | Sell |
1,704
-1,091
| -39% | -$218K | 0.21% | 101 |
|
|
2019
Q4 | $657K | Buy |
2,795
+229
| +9% | +$53.8K | 0.32% | 66 |
|
|
2019
Q3 | $569K | Buy |
2,566
+642
| +33% | +$142K | 0.3% | 75 |
|
|
2019
Q2 | $436K | Buy |
1,924
+791
| +70% | +$179K | 0.25% | 90 |
|
|
2019
Q1 | $216K | Buy |
+1,133
| New | +$216K | 0.12% | 133 |
|