Morris Financial Concepts’s Apollo Endosurgery, Inc. APEN Stock Holding History

Morris Financial Concepts’s Portfolio APEN Stock Details APEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,149	Closed	-$111K	–	161
2023 Q1	$111K	Hold	11,149	–	–	0.08%	91
2022 Q4	$111K	Buy	+11,149	New	+$83.1K	0.09%	84
2022 Q3	–	Sell	-11,149	Closed	-$41K	–	132
2022 Q2	$41K	Buy	+11,149	New	+$52.7K	0.04%	89
2022 Q1	–	Sell	-11,149	Closed	-$94K	–	123
2021 Q4	$94K	Buy	+11,149	New	+$97.4K	0.08%	72

Morris Financial Concepts's APEN Position: Q2 2023 in Review

Morris Financial Concepts sold out of Apollo Endosurgery, Inc. (APEN) in Q2 2023, closing a stake of 11,149 shares — an estimated $111K sold.

Morris Financial Concepts first reported a position in APEN in Q4 2021 and held it in 4 quarters. The position peaked at $111K in Q4 2022. 0 funds tracked by Wall St. Rank hold APEN as of Q2 2023.

Morris Financial Concepts reported no remaining Apollo Endosurgery, Inc. position as of Q2 2023 after selling out during the quarter.
Morris Financial Concepts sold 11,149 Apollo Endosurgery, Inc. shares in Q2 2023, an estimated $111K.
Morris Financial Concepts first reported a position in Apollo Endosurgery, Inc. in Q4 2021 and held it in 4 quarters.
Morris Financial Concepts's Apollo Endosurgery, Inc. position peaked at $111K in Q4 2022.
0 funds tracked by Wall St. Rank held Apollo Endosurgery, Inc. as of Q2 2023.

Based on Morris Financial Concepts's 13F filing for Q2 2023, filed 9 Aug 2023.