O'Shaughnessy Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,538
Closed -$413K 1619
2023
Q2
$413K Buy
4,538
+399
+10% +$36.3K 0.01% 953
2023
Q1
$273K Buy
4,139
+5
+0.1% +$330 ﹤0.01% 1092
2022
Q4
$214K Buy
4,134
+9
+0.2% +$465 ﹤0.01% 1089
2022
Q3
$282K Buy
+4,125
New +$282K 0.01% 955
2021
Q4
Sell
-3,006
Closed -$99K 1319
2021
Q3
$99K Buy
3,006
+537
+22% +$17.7K ﹤0.01% 1371
2021
Q2
$156K Buy
+2,469
New +$156K ﹤0.01% 1140