Western Pacific Wealth Management’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 |
-214
| Closed | -$58.6K | – | 305 |
|
|
2023
Q4 | $58.6K | Sell |
214
-15
| -7% | -$4.11K | 0.04% | 129 |
|
|
2023
Q3 | $64.9K | Hold |
229
| – | – | 0.05% | 113 |
|
|
2023
Q2 | $68.6K | Hold |
229
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $65.8K | Hold |
229
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $70.6K | Buy |
229
+92
| +67% | +$28.4K | 0.06% | 105 |
|
|
2022
Q3 | $31K | Buy |
+137
| New | +$31K | 0.03% | 137 |
|