Ropes Wealth Advisors’s Aptiv APTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $248K | Hold |
2,518
| – | – | 0.05% | 233 |
|
|
2023
Q2 | $257K | Sell |
2,518
-18
| -0.7% | -$1.78K | 0.04% | 241 |
|
|
2023
Q1 | $285K | Buy |
2,536
+118
| +5% | +$13K | 0.05% | 228 |
|
|
2022
Q4 | $225K | Buy |
+2,418
| New | +$230K | 0.04% | 251 |
|
|
2022
Q3 | – | Sell |
-2,518
| Closed | -$224K | – | 258 |
|
|
2022
Q2 | $224K | Buy |
2,518
+18
| +0.7% | +$1.84K | 0.05% | 243 |
|
|
2022
Q1 | $299K | Buy |
2,500
+87
| +4% | +$11.6K | 0.05% | 244 |
|
|
2021
Q4 | $398K | Sell |
2,413
-3,216
| -57% | -$537K | 0.07% | 187 |
|
|
2021
Q3 | $839K | Buy |
5,629
+29
| +0.5% | +$4.52K | 0.13% | 133 |
|
|
2021
Q2 | $881K | Hold |
5,600
| – | – | 0.14% | 127 |
|
|
2021
Q1 | $788K | Buy |
5,600
+3,348
| +149% | +$487K | 0.14% | 126 |
|
|
2020
Q4 | $293K | Buy |
2,252
+52
| +2% | +$5.78K | 0.05% | 195 |
|
|
2020
Q3 | $202K | Hold |
2,200
| – | – | 0.04% | 200 |
|
|
2020
Q2 | $171K | Sell |
2,200
-475
| -18% | -$32.7K | 0.03% | 203 |
|
|
2020
Q1 | $132K | Sell |
2,675
-165
| -6% | -$12.9K | 0.03% | 204 |
|
|
2019
Q4 | $270K | Sell |
2,840
-2,000
| -41% | -$183K | 0.06% | 185 |
|
|
2019
Q3 | $423K | Hold |
4,840
| – | – | 0.09% | 149 |
|
|
2019
Q2 | $391K | Hold |
4,840
| – | – | 0.08% | 160 |
|
|
2019
Q1 | $385K | Sell |
4,840
-334
| -6% | -$25.7K | 0.1% | 160 |
|
|
2018
Q4 | $319K | Buy |
5,174
+2,849
| +123% | +$207K | 0.09% | 166 |
|
|
2018
Q3 | $195K | Buy |
+2,325
| New | +$212K | 0.05% | 229 |
|
|
2016
Q3 | – | Sell |
-50
| Closed | -$3K | – | 457 |
|
|
2016
Q2 | $3K | Buy |
+50
| New | +$3.49K | ﹤0.01% | 432 |
|
Other funds holding APTV
