Geneos Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18
| Closed | -$1.06K | – | 2059 |
|
|
2024
Q1 | $1.06K | Buy |
+18
| New | +$1.06K | ﹤0.01% | 2007 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$3.8K | – | 2095 |
|
|
2023
Q3 | $3.8K | Hold |
100
| – | – | ﹤0.01% | 1817 |
|
|
2023
Q2 | $9.11K | Hold |
100
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q1 | $6.6K | Hold |
100
| – | – | ﹤0.01% | 1661 |
|
|
2022
Q4 | $5.17K | Buy |
+100
| New | +$5.17K | ﹤0.01% | 1694 |
|
|
2020
Q4 | – | Sell |
-370
| Closed | -$11K | – | 2886 |
|
|
2020
Q3 | $11K | Hold |
370
| – | – | ﹤0.01% | 1903 |
|
|
2020
Q2 | $11K | Hold |
370
| – | – | ﹤0.01% | 1863 |
|
|
2020
Q1 | $9K | Buy |
+370
| New | +$9K | ﹤0.01% | 1843 |
|