YorkBridge Wealth Partners’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-204
| Closed | -$46K | – | 193 |
|
|
2019
Q2 | $46K | Buy |
204
+20
| +11% | +$4.51K | 0.02% | 376 |
|
|
2019
Q1 | $35K | Hold |
184
| – | – | 0.02% | 393 |
|
|
2018
Q4 | $29K | Buy |
184
+14
| +8% | +$2.21K | 0.02% | 382 |
|
|
2018
Q3 | $29K | Sell |
170
-128
| -43% | -$21.8K | 0.01% | 427 |
|
|
2018
Q2 | $46K | Buy |
298
+15
| +5% | +$2.32K | 0.02% | 370 |
|
|
2018
Q1 | $46K | Buy |
283
+144
| +104% | +$23.4K | 0.02% | 375 |
|
|
2017
Q4 | $22K | Hold |
139
| – | – | 0.01% | 479 |
|
|
2017
Q3 | $21K | Buy |
139
+64
| +85% | +$9.67K | 0.01% | 504 |
|
|
2017
Q2 | $11K | Hold |
75
| – | – | 0.01% | 611 |
|
|
2017
Q1 | $11K | Hold |
75
| – | – | 0.01% | 605 |
|
|
2016
Q4 | $11K | Buy |
+75
| New | +$11K | 0.01% | 562 |
|