Wellesley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $287K | Sell |
965
-153
| -14% | -$45.5K | 0.1% | 80 |
|
|
2020
Q2 | $269K | Sell |
1,118
-78
| -7% | -$18.8K | 0.1% | 87 |
|
|
2020
Q1 | $238K | Sell |
1,196
-204
| -15% | -$40.6K | 0.09% | 86 |
|
|
2019
Q4 | $329K | Sell |
1,400
-194
| -12% | -$45.6K | 0.1% | 89 |
|
|
2019
Q3 | $354K | Buy |
1,594
+10
| +0.6% | +$2.22K | 0.12% | 82 |
|
|
2019
Q2 | $358K | Sell |
1,584
-527
| -25% | -$119K | 0.12% | 79 |
|
|
2019
Q1 | $403K | Buy |
2,111
+61
| +3% | +$11.6K | 0.14% | 79 |
|
|
2018
Q4 | $328K | Hold |
2,050
| – | – | 0.12% | 89 |
|
|
2018
Q3 | $342K | Buy |
2,050
+229
| +13% | +$38.2K | 0.11% | 95 |
|
|
2018
Q2 | $283K | Sell |
1,821
-175
| -9% | -$27.2K | 0.1% | 106 |
|
|
2018
Q1 | $317K | Sell |
1,996
-175
| -8% | -$27.8K | 0.11% | 93 |
|
|
2017
Q4 | $356K | Buy |
2,171
+243
| +13% | +$39.8K | 0.13% | 88 |
|
|
2017
Q3 | $291K | Hold |
1,928
| – | – | 0.12% | 95 |
|
|
2017
Q2 | $275K | Sell |
1,928
-55
| -3% | -$7.85K | 0.12% | 94 |
|
|
2017
Q1 | $268K | Hold |
1,983
| – | – | 0.12% | 95 |
|
|
2016
Q4 | $285K | Buy |
+1,983
| New | +$285K | 0.14% | 88 |
|