Adalta Capital Management’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,604
| Closed | -$401K | – | 71 |
|
|
2018
Q3 | $401K | Buy |
11,604
+2,300
| +25% | +$79.5K | 0.29% | 65 |
|
|
2018
Q2 | $297K | Buy |
9,304
+804
| +9% | +$25.7K | 0.21% | 67 |
|
|
2018
Q1 | $252K | Hold |
8,500
| – | – | 0.19% | 64 |
|
|
2017
Q4 | $284K | Hold |
8,500
| – | – | 0.22% | 62 |
|
|
2017
Q3 | $256K | Hold |
8,500
| – | – | 0.21% | 63 |
|
|
2017
Q2 | $229K | Sell |
8,500
-7,500
| -47% | -$202K | 0.18% | 69 |
|
|
2017
Q1 | $396K | Buy |
+16,000
| New | +$396K | 0.34% | 58 |
|