CWM
Cedar Wealth Management’s APA Corp APA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
8,724
+761
| +10% | +$13.9K | 0.05% | 85 |
|
|
2025
Q1 | $167K | Hold |
7,963
| – | – | 0.06% | 86 |
|
|
2024
Q4 | $184K | Buy |
7,963
+284
| +4% | +$6.56K | 0.07% | 77 |
|
|
2024
Q3 | $188K | Buy |
7,679
+1,240
| +19% | +$30.3K | 0.06% | 107 |
|
|
2024
Q2 | $190K | Hold |
6,439
| – | – | 0.06% | 106 |
|
|
2024
Q1 | $221K | Buy |
+6,439
| New | +$221K | 0.07% | 107 |
|
|
2020
Q2 | – | Sell |
-5,227
| Closed | -$22K | – | 215 |
|
|
2020
Q1 | $22K | Buy |
5,227
+1,210
| +30% | +$5.09K | 0.01% | 154 |
|
|
2019
Q4 | $103K | Sell |
4,017
-12,632
| -76% | -$324K | 0.06% | 76 |
|
|
2019
Q3 | $426K | Buy |
16,649
+5,525
| +50% | +$141K | 0.29% | 34 |
|
|
2019
Q2 | $322K | Sell |
11,124
-155
| -1% | -$4.49K | 0.21% | 41 |
|
|
2019
Q1 | $391K | Sell |
11,279
-593
| -5% | -$20.6K | 0.24% | 32 |
|
|
2018
Q4 | $312K | Buy |
11,872
+3,320
| +39% | +$87.3K | 0.22% | 37 |
|
|
2018
Q3 | $408K | Buy |
8,552
+3,099
| +57% | +$148K | 0.21% | 34 |
|
|
2018
Q2 | $255K | Hold |
5,453
| – | – | 0.14% | 41 |
|
|
2018
Q1 | $210K | Buy |
5,453
+3,569
| +189% | +$137K | 0.13% | 50 |
|
|
2017
Q4 | $80K | Sell |
1,884
-106
| -5% | -$4.5K | 0.05% | 80 |
|
|
2017
Q3 | $91K | Buy |
1,990
+305
| +18% | +$13.9K | 0.05% | 79 |
|
|
2017
Q2 | $81K | Buy |
1,685
+390
| +30% | +$18.7K | 0.05% | 74 |
|
|
2017
Q1 | $67K | Buy |
1,295
+338
| +35% | +$17.5K | 0.04% | 75 |
|
|
2016
Q4 | $61K | Hold |
957
| – | – | 0.04% | 76 |
|
|
2016
Q3 | $61K | Hold |
957
| – | – | 0.04% | 62 |
|
|
2016
Q2 | $53K | Hold |
957
| – | – | 0.03% | 77 |
|
|
2016
Q1 | $47K | Buy |
+957
| New | +$47K | 0.03% | 65 |
|