Willingdon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9
| Closed | -$2K | – | 290 |
|
|
2019
Q4 | $2K | Sell |
9
-55
| -86% | -$12.2K | ﹤0.01% | 316 |
|
|
2019
Q3 | $14K | Sell |
64
-36
| -36% | -$7.88K | ﹤0.01% | 229 |
|
|
2019
Q2 | $23K | Hold |
100
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $19K | Hold |
100
| – | – | ﹤0.01% | 218 |
|
|
2018
Q4 | $16K | Sell |
100
-100
| -50% | -$16K | ﹤0.01% | 246 |
|
|
2018
Q3 | $33K | Hold |
200
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $31K | Hold |
200
| – | – | 0.01% | 213 |
|
|
2018
Q1 | $32K | Sell |
200
-25
| -11% | -$4K | 0.01% | 190 |
|
|
2017
Q4 | $37K | Buy |
225
+125
| +125% | +$20.6K | 0.01% | 170 |
|
|
2017
Q3 | $15K | Buy |
+100
| New | +$15K | 0.01% | 203 |
|