Ameritas Investment Partners’s Apellis Pharmaceuticals APLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,386
| Closed | -$487K | – | 3118 |
|
|
2023
Q1 | $487K | Buy |
7,386
+33
| +0.4% | +$2.18K | 0.02% | 764 |
|
|
2022
Q4 | $372K | Hold |
7,353
| – | – | 0.01% | 850 |
|
|
2022
Q3 | $502K | Buy |
7,353
+534
| +8% | +$36.5K | 0.02% | 749 |
|
|
2022
Q2 | $308K | Buy |
6,819
+729
| +12% | +$32.9K | 0.01% | 881 |
|
|
2022
Q1 | $309K | Buy |
6,090
+510
| +9% | +$25.9K | 0.01% | 949 |
|
|
2021
Q4 | $264K | Buy |
5,580
+550
| +11% | +$26K | 0.01% | 1067 |
|
|
2021
Q3 | $166K | Hold |
5,030
| – | – | 0.01% | 1347 |
|
|
2021
Q2 | $318K | Hold |
5,030
| – | – | 0.01% | 933 |
|
|
2021
Q1 | $216K | Hold |
5,030
| – | – | 0.01% | 1159 |
|
|
2020
Q4 | $288K | Sell |
5,030
-275
| -5% | -$15.7K | 0.01% | 945 |
|
|
2020
Q3 | $160K | Hold |
5,305
| – | – | 0.01% | 1152 |
|
|
2020
Q2 | $173K | Buy |
5,305
+291
| +6% | +$9.49K | 0.01% | 1080 |
|
|
2020
Q1 | $134K | Buy |
5,014
+874
| +21% | +$23.4K | 0.01% | 1110 |
|
|
2019
Q4 | $127K | Hold |
4,140
| – | – | 0.01% | 1368 |
|
|
2019
Q3 | $100K | Hold |
4,140
| – | – | ﹤0.01% | 1466 |
|
|
2019
Q2 | $105K | Buy |
4,140
+1,051
| +34% | +$26.7K | ﹤0.01% | 1469 |
|
|
2019
Q1 | $60K | Hold |
3,089
| – | – | ﹤0.01% | 1772 |
|
|
2018
Q4 | $41K | Hold |
3,089
| – | – | ﹤0.01% | 1919 |
|
|
2018
Q3 | $55K | Hold |
3,089
| – | – | ﹤0.01% | 1929 |
|
|
2018
Q2 | $68K | Buy |
3,089
+2,169
| +236% | +$47.7K | ﹤0.01% | 1801 |
|
|
2018
Q1 | $20K | Hold |
920
| – | – | ﹤0.01% | 2415 |
|
|
2017
Q4 | $20K | Buy |
+920
| New | +$20K | ﹤0.01% | 2429 |
|