WP
WealthSource Partners’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $280K | Buy |
1,023
+117
| +13% | +$32K | 0.02% | 426 |
|
|
2023
Q3 | $257K | Sell |
906
-24
| -3% | -$6.8K | 0.02% | 427 |
|
|
2023
Q2 | $279K | Buy |
930
+2
| +0.2% | +$599 | 0.02% | 424 |
|
|
2023
Q1 | $266K | Sell |
928
-18
| -2% | -$5.17K | 0.02% | 424 |
|
|
2022
Q4 | $292K | Buy |
946
+7
| +0.7% | +$2.16K | 0.02% | 402 |
|
|
2022
Q3 | $219K | Buy |
939
+14
| +2% | +$3.27K | 0.02% | 449 |
|
|
2022
Q2 | $222K | Buy |
925
+2
| +0.2% | +$480 | 0.02% | 466 |
|
|
2022
Q1 | $231K | Sell |
923
-49
| -5% | -$12.3K | 0.02% | 512 |
|
|
2021
Q4 | $296K | Buy |
972
+18
| +2% | +$5.48K | 0.02% | 433 |
|
|
2021
Q3 | $244K | Sell |
954
-65
| -6% | -$16.6K | 0.02% | 442 |
|
|
2021
Q2 | $293K | Buy |
1,019
+1
| +0.1% | +$288 | 0.03% | 372 |
|
|
2021
Q1 | $286K | Buy |
1,018
+82
| +9% | +$23K | 0.03% | 342 |
|
|
2020
Q4 | $256K | Buy |
936
+19
| +2% | +$5.2K | 0.03% | 321 |
|
|
2020
Q3 | $273K | Buy |
917
+75
| +9% | +$22.3K | 0.04% | 282 |
|
|
2020
Q2 | $203K | Sell |
842
-747
| -47% | -$180K | 0.03% | 310 |
|
|
2020
Q1 | $317K | Buy |
1,589
+596
| +60% | +$119K | 0.05% | 224 |
|
|
2019
Q4 | $233K | Buy |
+993
| New | +$233K | 0.03% | 362 |
|
|
2019
Q3 | – | Sell |
-1,096
| Closed | -$248K | – | 426 |
|
|
2019
Q2 | $248K | Buy |
1,096
+6
| +0.6% | +$1.36K | 0.04% | 376 |
|
|
2019
Q1 | $208K | Buy |
+1,090
| New | +$208K | 0.05% | 325 |
|
|
2018
Q4 | – | Sell |
-1,435
| Closed | -$240K | – | 303 |
|
|
2018
Q3 | $240K | Buy |
+1,435
| New | +$240K | 0.06% | 256 |
|
|
2018
Q2 | – | Sell |
-1,501
| Closed | -$239K | – | 301 |
|
|
2018
Q1 | $239K | Buy |
+1,501
| New | +$239K | 0.07% | 242 |
|