JFS Wealth Advisors’s APi Group APG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54K | Buy |
134
+32
| +31% | +$1.09K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $2.43K | Buy |
102
+1
| +1% | +$24 | ﹤0.01% | 1400 |
|
|
2024
Q4 | $2.41K | Hold |
101
| – | – | ﹤0.01% | 1398 |
|
|
2024
Q3 | $2.21K | Buy |
101
+5
| +5% | +$110 | ﹤0.01% | 1440 |
|
|
2024
Q2 | $2.41K | Hold |
96
| – | – | ﹤0.01% | 1363 |
|
|
2024
Q1 | $2.51K | Hold |
96
| – | – | ﹤0.01% | 1362 |
|
|
2023
Q4 | $2.22K | Buy |
96
+1
| +1% | +$23 | ﹤0.01% | 1385 |
|
|
2023
Q3 | $1.63K | Buy |
95
+39
| +70% | +$671 | ﹤0.01% | 1439 |
|
|
2023
Q2 | $1.01K | Buy |
56
+11
| +24% | +$198 | ﹤0.01% | 1604 |
|
|
2023
Q1 | $675 | Buy |
45
+27
| +150% | +$405 | ﹤0.01% | 1672 |
|
|
2022
Q4 | $226 | Buy |
+18
| New | +$226 | ﹤0.01% | 1822 |
|
|
2022
Q2 | – | Sell |
-149
| Closed | -$2K | – | 1722 |
|
|
2022
Q1 | $2K | Buy |
149
+80
| +116% | +$1.07K | ﹤0.01% | 1365 |
|
|
2021
Q4 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 1241 |
|