LFAS
Level Four Advisory Services’s Apellis Pharmaceuticals APLS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,694
| Closed | -$640K | – | 748 |
|
2024
Q1 | $640K | Buy |
10,694
+228
| +2% | +$13.6K | 0.04% | 401 |
|
2023
Q4 | $626K | Buy |
+10,466
| New | +$626K | 0.04% | 407 |
|
2023
Q3 | – | Sell |
-6,240
| Closed | -$568K | – | 762 |
|
2023
Q2 | $568K | Buy |
6,240
+2,562
| +70% | +$233K | 0.03% | 436 |
|
2023
Q1 | $243K | Buy |
+3,678
| New | +$243K | 0.02% | 639 |
|
2022
Q4 | – | Sell |
-10,214
| Closed | -$698K | – | 673 |
|
2022
Q3 | $698K | Buy |
+10,214
| New | +$698K | 0.07% | 257 |
|
2021
Q3 | – | Sell |
-4,051
| Closed | -$256K | – | 471 |
|
2021
Q2 | $256K | Buy |
+4,051
| New | +$256K | 0.02% | 574 |
|