Institute for Wealth Management’s Aptiv APTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,497
| Closed | -$224K | – | 505 |
|
|
2023
Q4 | $224K | Hold |
2,497
| – | – | 0.04% | 429 |
|
|
2023
Q3 | $246K | Hold |
2,497
| – | – | 0.04% | 384 |
|
|
2023
Q2 | $255K | Hold |
2,497
| – | – | 0.04% | 393 |
|
|
2023
Q1 | $280K | Sell |
2,497
-20
| -0.8% | -$2.24K | 0.05% | 368 |
|
|
2022
Q4 | $234K | Buy |
+2,517
| New | +$234K | 0.05% | 393 |
|
|
2022
Q3 | – | Sell |
-2,534
| Closed | -$226K | – | 456 |
|
|
2022
Q2 | $226K | Sell |
2,534
-49
| -2% | -$4.37K | 0.04% | 463 |
|
|
2022
Q1 | $309K | Sell |
2,583
-21
| -0.8% | -$2.51K | 0.05% | 413 |
|
|
2021
Q4 | $430K | Hold |
2,604
| – | – | 0.07% | 305 |
|
|
2021
Q3 | $388K | Hold |
2,604
| – | – | 0.07% | 318 |
|
|
2021
Q2 | $410K | Hold |
2,604
| – | – | 0.07% | 309 |
|
|
2021
Q1 | $359K | Sell |
2,604
-53
| -2% | -$7.31K | 0.07% | 323 |
|
|
2020
Q4 | $346K | Hold |
2,657
| – | – | 0.07% | 319 |
|
|
2020
Q3 | $244K | Buy |
2,657
+41
| +2% | +$3.77K | 0.06% | 354 |
|
|
2020
Q2 | $204K | Buy |
+2,616
| New | +$204K | 0.05% | 395 |
|
|
2020
Q1 | – | Sell |
-2,577
| Closed | -$245K | – | 403 |
|
|
2019
Q4 | $245K | Sell |
2,577
-700
| -21% | -$66.6K | 0.06% | 386 |
|
|
2019
Q3 | $286K | Buy |
+3,277
| New | +$286K | 0.07% | 332 |
|