Clearstead Advisors’s Apellis Pharmaceuticals APLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Buy |
3,111
+1,300
| +72% | +$22.5K | ﹤0.01% | 1263 |
|
|
2025
Q1 | $39.6K | Buy |
+1,811
| New | +$39.6K | ﹤0.01% | 1225 |
|
|
2024
Q4 | – | Sell |
-542
| Closed | -$15.6K | – | 2096 |
|
|
2024
Q3 | $15.6K | Buy |
542
+117
| +28% | +$3.37K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $16.3K | Buy |
+425
| New | +$16.3K | ﹤0.01% | 1433 |
|
|
2023
Q4 | – | Sell |
-900
| Closed | -$34.2K | – | 1518 |
|
|
2023
Q3 | $34.2K | Buy |
900
+392
| +77% | +$14.9K | ﹤0.01% | 941 |
|
|
2023
Q2 | $46.3K | Buy |
508
+103
| +25% | +$9.38K | ﹤0.01% | 737 |
|
|
2023
Q1 | $26.7K | Buy |
+405
| New | +$26.7K | ﹤0.01% | 796 |
|