Aufman Associates’s Apellis Pharmaceuticals APLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-46,751
| Closed | -$2.21M | – | 48 |
|
|
2021
Q4 | $2.21M | Sell |
46,751
-6,891
| -13% | -$326K | 1.63% | 10 |
|
|
2021
Q3 | $1.77M | Hold |
53,642
| – | – | 1.45% | 10 |
|
|
2021
Q2 | $3.39M | Hold |
53,642
| – | – | 2.61% | 7 |
|
|
2021
Q1 | $2.3M | Hold |
53,642
| – | – | 1.92% | 9 |
|
|
2020
Q4 | $3.07M | Hold |
53,642
| – | – | 2.75% | 7 |
|
|
2020
Q3 | $1.62M | Hold |
53,642
| – | – | 1.74% | 10 |
|
|
2020
Q2 | $1.75M | Hold |
53,642
| – | – | 1.99% | 9 |
|
|
2020
Q1 | $1.44M | Hold |
53,642
| – | – | 1.98% | 9 |
|
|
2019
Q4 | $1.64M | Buy |
+53,642
| New | +$1.64M | 1.69% | 10 |
|