B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,786
| Closed | -$202K | – | 629 |
|
|
2021
Q4 | $202K | Buy |
+2,786
| New | +$202K | 0.01% | 585 |
|
|
2021
Q2 | – | Sell |
-4,736
| Closed | -$223K | – | 427 |
|
|
2021
Q1 | $223K | Buy |
+4,736
| New | +$223K | 0.03% | 344 |
|
|
2019
Q3 | – | Sell |
-6,155
| Closed | -$211 | – | 396 |
|
|
2019
Q2 | $211 | Buy |
+6,155
| New | +$211 | 0.03% | 345 |
|
|
2018
Q4 | – | Sell |
-6,356
| Closed | -$220K | – | 351 |
|
|
2018
Q3 | $220K | Buy |
+6,356
| New | +$220K | 0.05% | 269 |
|
|
2015
Q3 | – | Sell |
-3,740
| Closed | -$82K | – | 174 |
|
|
2015
Q2 | $82K | Hold |
3,740
| – | – | 0.07% | 314 |
|
|
2015
Q1 | $80K | Sell |
3,740
-100
| -3% | -$2.14K | 0.06% | 333 |
|
|
2014
Q4 | $90K | Sell |
3,840
-100
| -3% | -$2.34K | 0.07% | 289 |
|
|
2014
Q3 | $93K | Hold |
3,940
| – | – | 0.07% | 306 |
|
|
2014
Q2 | $109K | Buy |
3,940
+300
| +8% | +$8.3K | 0.07% | 334 |
|
|
2014
Q1 | $116K | Buy |
+3,640
| New | +$116K | 0.09% | 288 |
|