SWM
Segment Wealth Management’s Aptiv APTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,036
| Closed | -$1.53M | – | 257 |
|
|
2023
Q4 | $1.53M | Sell |
17,036
-355
| -2% | -$31.9K | 0.14% | 107 |
|
|
2023
Q3 | $1.71M | Buy |
17,391
+1,176
| +7% | +$116K | 0.17% | 89 |
|
|
2023
Q2 | $1.66M | Buy |
16,215
+415
| +3% | +$42.4K | 0.17% | 93 |
|
|
2023
Q1 | $1.77M | Hold |
15,800
| – | – | 0.2% | 84 |
|
|
2022
Q4 | $1.47M | Buy |
15,800
+35
| +0.2% | +$3.26K | 0.17% | 89 |
|
|
2022
Q3 | $1.23M | Buy |
15,765
+715
| +5% | +$55.9K | 0.15% | 92 |
|
|
2022
Q2 | $1.34M | Sell |
15,050
-1,284
| -8% | -$114K | 0.17% | 86 |
|
|
2022
Q1 | $1.96M | Buy |
16,334
+679
| +4% | +$81.3K | 0.2% | 90 |
|
|
2021
Q4 | $2.58M | Sell |
15,655
-90
| -0.6% | -$14.8K | 0.27% | 83 |
|
|
2021
Q3 | $2.35M | Sell |
15,745
-210
| -1% | -$31.3K | 0.28% | 83 |
|
|
2021
Q2 | $2.51M | Hold |
15,955
| – | – | 0.3% | 83 |
|
|
2021
Q1 | $2.2M | Buy |
15,955
+405
| +3% | +$55.8K | 0.29% | 84 |
|
|
2020
Q4 | $2.03M | Sell |
15,550
-335
| -2% | -$43.6K | 0.29% | 81 |
|
|
2020
Q3 | $1.46M | Buy |
15,885
+2,830
| +22% | +$259K | 0.24% | 83 |
|
|
2020
Q2 | $1.02M | Sell |
13,055
-1,010
| -7% | -$78.7K | 0.19% | 93 |
|
|
2020
Q1 | $693K | Buy |
14,065
+265
| +2% | +$13.1K | 0.15% | 99 |
|
|
2019
Q4 | $1.31M | Hold |
13,800
| – | – | 0.22% | 93 |
|
|
2019
Q3 | $1.21M | Hold |
13,800
| – | – | 0.24% | 90 |
|
|
2019
Q2 | $1.12M | Buy |
13,800
+591
| +4% | +$47.8K | 0.23% | 89 |
|
|
2019
Q1 | $1.05M | Buy |
13,209
+339
| +3% | +$26.9K | 0.22% | 92 |
|
|
2018
Q4 | $792K | Buy |
12,870
+1,000
| +8% | +$61.5K | 0.2% | 92 |
|
|
2018
Q3 | $996K | Buy |
11,870
+30
| +0.3% | +$2.52K | 0.22% | 97 |
|
|
2018
Q2 | $1.09M | Buy |
11,840
+1,020
| +9% | +$93.5K | 0.26% | 95 |
|
|
2018
Q1 | $919K | Buy |
10,820
+208
| +2% | +$17.7K | 0.23% | 97 |
|
|
2017
Q4 | $900K | Hold |
10,612
| – | – | 0.22% | 101 |
|
|
2017
Q3 | $1.04M | Hold |
10,612
| – | – | 0.28% | 90 |
|
|
2017
Q2 | $930K | Sell |
10,612
-138
| -1% | -$12.1K | 0.26% | 96 |
|
|
2017
Q1 | $865K | Buy |
+10,750
| New | +$865K | 0.28% | 92 |
|