Partnership Wealth Management’s Apogee Enterprises APOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,161
Closed -$136K 189
2024
Q2
$136K Sell
2,161
-3,349
-61% -$210K 0.1% 109
2024
Q1
$326K Sell
5,510
-475
-8% -$28.1K 0.23% 83
2023
Q4
$316K Buy
+5,985
New +$316K 0.24% 81