RSWM
Robertson Stephens Wealth Management’s APA Corp APA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,495
| Closed | -$308K | – | 446 |
|
|
2023
Q3 | $308K | Hold |
7,495
| – | – | 0.02% | 370 |
|
|
2023
Q2 | $256K | Sell |
7,495
-14
| -0.2% | -$478 | 0.02% | 371 |
|
|
2023
Q1 | $271K | Buy |
7,509
+14
| +0.2% | +$505 | 0.02% | 380 |
|
|
2022
Q4 | $350K | Hold |
7,495
| – | – | 0.03% | 305 |
|
|
2022
Q3 | $256K | Sell |
7,495
-53
| -0.7% | -$1.81K | 0.03% | 304 |
|
|
2022
Q2 | $263K | Buy |
+7,548
| New | +$263K | 0.02% | 309 |
|