WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $181K | Buy |
1,267
+408
| +47% | +$58.3K | 0.04% | 389 |
|
|
2017
Q1 | $116K | Sell |
859
-208
| -19% | -$28.1K | 0.03% | 451 |
|
|
2016
Q4 | $154K | Sell |
1,067
-104
| -9% | -$15K | 0.04% | 435 |
|
|
2016
Q3 | $163K | Buy |
1,171
+143
| +14% | +$19.9K | 0.04% | 412 |
|
|
2016
Q2 | $135K | Sell |
1,028
-16
| -2% | -$2.1K | 0.04% | 427 |
|
|
2016
Q1 | $139K | Sell |
1,044
-98
| -9% | -$13K | 0.04% | 408 |
|
|
2015
Q4 | $137K | Buy |
1,142
+71
| +7% | +$8.52K | 0.04% | 386 |
|
|
2015
Q3 | $126K | Sell |
1,071
-7
| -0.6% | -$824 | 0.04% | 405 |
|
|
2015
Q2 | $136K | Sell |
1,078
-16
| -1% | -$2.02K | 0.04% | 451 |
|
|
2015
Q1 | $153K | Sell |
1,094
-2,330
| -68% | -$326K | 0.04% | 418 |
|
|
2014
Q4 | $457K | Sell |
3,424
-29
| -0.8% | -$3.87K | 0.09% | 239 |
|
|
2014
Q3 | $416K | Sell |
3,453
-27
| -0.8% | -$3.25K | 0.08% | 294 |
|
|
2014
Q2 | $414K | Buy |
3,480
+180
| +5% | +$21.4K | 0.08% | 294 |
|
|
2014
Q1 | $363K | Buy |
3,300
+29
| +0.9% | +$3.19K | 0.07% | 306 |
|
|
2013
Q4 | $338K | Buy |
3,271
+239
| +8% | +$24.7K | 0.05% | 399 |
|
|
2013
Q3 | $299K | Buy |
3,032
+214
| +8% | +$21.1K | 0.05% | 394 |
|
|
2013
Q2 | $239K | Buy |
+2,818
| New | +$239K | 0.04% | 419 |
|