BWA
Burt Wealth Advisors’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-668
| Closed | -$33K | – | 108 |
|
|
2020
Q4 | $33K | Hold |
668
| – | – | 0.01% | 212 |
|
|
2020
Q3 | $30K | Hold |
668
| – | – | 0.01% | 213 |
|
|
2020
Q2 | $33K | Hold |
668
| – | – | 0.01% | 199 |
|
|
2020
Q1 | $22K | Hold |
668
| – | – | 0.01% | 217 |
|
|
2019
Q4 | $32K | Hold |
668
| – | – | 0.01% | 200 |
|
|
2019
Q3 | $25K | Sell |
668
-667
| -50% | -$25K | 0.01% | 217 |
|
|
2019
Q2 | $46K | Hold |
1,335
| – | – | 0.02% | 173 |
|
|
2019
Q1 | $38K | Hold |
1,335
| – | – | 0.02% | 191 |
|
|
2018
Q4 | $33K | Hold |
1,335
| – | – | 0.02% | 195 |
|
|
2018
Q3 | $46K | Hold |
1,335
| – | – | 0.02% | 185 |
|
|
2018
Q2 | $43K | Hold |
1,335
| – | – | 0.02% | 186 |
|
|
2018
Q1 | $40K | Buy |
+1,335
| New | +$40K | 0.02% | 199 |
|
|
2016
Q1 | – | Sell |
-57
| Closed | -$1K | – | 669 |
|
|
2015
Q4 | $1K | Buy |
57
+1
| +2% | +$18 | ﹤0.01% | 483 |
|
|
2015
Q3 | $1K | Buy |
56
+1
| +2% | +$18 | ﹤0.01% | 353 |
|
|
2015
Q2 | $1K | Buy |
55
+1
| +2% | +$18 | ﹤0.01% | 363 |
|
|
2015
Q1 | $1K | Buy |
54
+2
| +4% | +$37 | ﹤0.01% | 332 |
|
|
2014
Q4 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 325 |
|