Keystone Wealth Services’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,939
| Closed | -$367K | – | 221 |
|
|
2023
Q4 | $367K | Hold |
3,939
| – | – | 0.13% | 147 |
|
|
2023
Q3 | $354K | Hold |
3,939
| – | – | 0.13% | 145 |
|
|
2023
Q2 | $303K | Hold |
3,939
| – | – | 0.11% | 154 |
|
|
2023
Q1 | $249K | Hold |
3,939
| – | – | 0.1% | 170 |
|
|
2022
Q4 | $251K | Buy |
+3,939
| New | +$251K | 0.11% | 161 |
|
|
2022
Q2 | – | Sell |
-3,939
| Closed | -$244K | – | 170 |
|
|
2022
Q1 | $244K | Hold |
3,939
| – | – | 0.1% | 155 |
|
|
2021
Q4 | $285K | Buy |
+3,939
| New | +$285K | 0.12% | 135 |
|