One Wealth Advisors’s APA Corp APA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,200
Closed -$224K 211
2023
Q1
$224K Sell
6,200
-4,756
-43% -$172K 0.05% 177
2022
Q4
$511K Sell
10,956
-2,030
-16% -$94.8K 0.12% 93
2022
Q3
$444K Buy
12,986
+1,612
+14% +$55.1K 0.15% 85
2022
Q2
$397K Buy
11,374
+1,904
+20% +$66.5K 0.11% 105
2022
Q1
$391K Buy
+9,470
New +$391K 0.1% 115