WR Wealth Planners’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
Q4 | $31.3K | Buy |
108
+31
| +40% | +$8.99K | 0.01% | 385 |
|
|
2024
Q3 | $22.9K | Buy |
77
+11
| +17% | +$3.28K | 0.01% | 459 |
|
|
2024
Q2 | $17K | Sell |
66
-97
| -60% | -$25K | 0.01% | 470 |
|
|
2024
Q1 | $39.5K | Buy |
+163
| New | +$39.5K | 0.01% | 364 |
|
|
2023
Q4 | – | Sell |
-182
| Closed | -$51.6K | – | 220 |
|
|
2023
Q3 | $51.6K | Hold |
182
| – | – | 0.02% | 313 |
|
|
2023
Q2 | $54.5K | Buy |
182
+41
| +29% | +$12.3K | 0.02% | 307 |
|
|
2023
Q1 | $40.6K | Buy |
141
+136
| +2,720% | +$39.2K | 0.02% | 343 |
|
|
2022
Q4 | $1.54K | Hold |
5
| – | – | ﹤0.01% | 406 |
|
|
2022
Q3 | $1.16K | Hold |
5
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $1.2K | Hold |
5
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $1.25K | Buy |
+5
| New | +$1.25K | ﹤0.01% | 456 |
|