Wealthspire Advisors (Maryland)’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $510K | Buy |
1,711
+344
| +25% | +$103K | 0.02% | 267 |
|
|
2020
Q2 | $330K | Buy |
1,367
+44
| +3% | +$10.6K | 0.02% | 323 |
|
|
2020
Q1 | $264K | Buy |
1,323
+153
| +13% | +$30.5K | 0.02% | 328 |
|
|
2019
Q4 | $275K | Buy |
1,170
+40
| +4% | +$9.4K | 0.02% | 400 |
|
|
2019
Q3 | $251K | Sell |
1,130
-15
| -1% | -$3.33K | 0.02% | 381 |
|
|
2019
Q2 | $259K | Buy |
1,145
+101
| +10% | +$22.8K | 0.02% | 384 |
|
|
2019
Q1 | $199K | Sell |
1,044
-180
| -15% | -$34.3K | 0.02% | 435 |
|
|
2018
Q4 | $196K | Buy |
1,224
+9
| +0.7% | +$1.44K | 0.02% | 405 |
|
|
2018
Q3 | $203K | Sell |
1,215
-1,135
| -48% | -$190K | 0.02% | 449 |
|
|
2018
Q2 | $366K | Buy |
2,350
+55
| +2% | +$8.57K | 0.03% | 309 |
|
|
2018
Q1 | $365K | Buy |
2,295
+1,005
| +78% | +$160K | 0.03% | 313 |
|
|
2017
Q4 | $212K | Buy |
1,290
+619
| +92% | +$102K | 0.02% | 462 |
|
|
2017
Q3 | $101K | Sell |
671
-21
| -3% | -$3.16K | 0.01% | 701 |
|
|
2017
Q2 | $99K | Buy |
692
+230
| +50% | +$32.9K | 0.01% | 701 |
|
|
2017
Q1 | $63K | Buy |
462
+21
| +5% | +$2.86K | 0.01% | 739 |
|
|
2016
Q4 | $63K | Buy |
441
+36
| +9% | +$5.14K | 0.01% | 714 |
|
|
2016
Q3 | $56K | Sell |
405
-47
| -10% | -$6.5K | 0.01% | 739 |
|
|
2016
Q2 | $59K | Sell |
452
-428
| -49% | -$55.9K | 0.01% | 693 |
|
|
2016
Q1 | $117K | Sell |
880
-490
| -36% | -$65.1K | 0.02% | 488 |
|
|
2015
Q4 | $165K | Buy |
+1,370
| New | +$165K | 0.03% | 408 |
|