West Financial Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-350
| Closed | -$81K | – | 168 |
|
|
2022
Q3 | $81K | Hold |
350
| – | – | 0.02% | 84 |
|
|
2022
Q2 | $84K | Hold |
350
| – | – | 0.02% | 84 |
|
|
2022
Q1 | $87K | Hold |
350
| – | – | 0.02% | 84 |
|
|
2021
Q4 | $106K | Hold |
350
| – | – | 0.03% | 84 |
|
|
2021
Q3 | $90K | Hold |
350
| – | – | 0.03% | 82 |
|
|
2021
Q2 | $101K | Hold |
350
| – | – | 0.03% | 69 |
|
|
2021
Q1 | $98K | Hold |
350
| – | – | 0.03% | 75 |
|
|
2020
Q4 | $96K | Buy |
+350
| New | +$96K | 0.03% | 72 |
|