EFS
Essex Financial Services’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,683
| Closed | -$277K | – | 626 |
|
|
2024
Q2 | $277K | Buy |
2,683
+362
| +16% | +$37.4K | 0.02% | 509 |
|
|
2024
Q1 | $261K | Sell |
2,321
-290
| -11% | -$32.6K | 0.02% | 449 |
|
|
2023
Q4 | $243K | Sell |
2,611
-1,213
| -32% | -$113K | 0.03% | 444 |
|
|
2023
Q3 | $343K | Sell |
3,824
-143
| -4% | -$12.8K | 0.04% | 351 |
|
|
2023
Q2 | $305K | Buy |
3,967
+25
| +0.6% | +$1.92K | 0.03% | 367 |
|
|
2023
Q1 | $249K | Buy |
3,942
+114
| +3% | +$7.2K | 0.03% | 419 |
|
|
2022
Q4 | $244K | Buy |
+3,828
| New | +$244K | 0.03% | 418 |
|
|
2022
Q2 | – | Sell |
-3,318
| Closed | -$206K | – | 482 |
|
|
2022
Q1 | $206K | Buy |
+3,318
| New | +$206K | 0.02% | 476 |
|