Integrated Wealth Concepts’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 | $218K | Buy |
+12,583
| New | +$218K | ﹤0.01% | 1721 |
|
|
2024
Q2 | – | Sell |
-3,867
| Closed | -$227K | – | 1645 |
|
|
2024
Q1 | $227K | Sell |
3,867
-1,129
| -23% | -$66.3K | ﹤0.01% | 1464 |
|
|
2023
Q4 | $299K | Buy |
+4,996
| New | +$299K | ﹤0.01% | 1271 |
|
|
2023
Q3 | – | Sell |
-3,587
| Closed | -$327K | – | 1562 |
|
|
2023
Q2 | $327K | Buy |
+3,587
| New | +$327K | 0.01% | 1187 |
|