IMA Advisory Services’s Apellis Pharmaceuticals APLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,150
| Closed | -$378K | – | 286 |
|
|
2023
Q2 | $378K | Hold |
4,150
| – | – | 0.1% | 122 |
|
|
2023
Q1 | $274K | Hold |
4,150
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $215K | Hold |
4,150
| – | – | 0.06% | 132 |
|
|
2022
Q3 | $283K | Buy |
4,150
+150
| +4% | +$10.2K | 0.08% | 123 |
|
|
2022
Q2 | $181K | Hold |
4,000
| – | – | 0.04% | 143 |
|
|
2022
Q1 | $203K | Hold |
4,000
| – | – | 0.05% | 120 |
|
|
2021
Q4 | $189K | Hold |
4,000
| – | – | 0.04% | 130 |
|
|
2021
Q3 | $132K | Hold |
4,000
| – | – | 0.03% | 135 |
|
|
2021
Q2 | $253K | Hold |
4,000
| – | – | 0.06% | 117 |
|
|
2021
Q1 | $172K | Hold |
4,000
| – | – | 0.04% | 124 |
|
|
2020
Q4 | $229K | Hold |
4,000
| – | – | 0.06% | 109 |
|
|
2020
Q3 | $121K | Hold |
4,000
| – | – | 0.04% | 130 |
|
|
2020
Q2 | $131K | Hold |
4,000
| – | – | 0.05% | 122 |
|
|
2020
Q1 | $107K | Buy |
+4,000
| New | +$107K | 0.05% | 123 |
|