SWM
Selective Wealth Management’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,350
| Closed | -$63K | – | 157 |
|
|
2022
Q3 | $63K | Hold |
1,350
| – | – | 0.03% | 267 |
|
|
2022
Q2 | $65K | Hold |
1,350
| – | – | 0.02% | 277 |
|
|
2022
Q1 | $84K | Hold |
1,350
| – | – | 0.03% | 226 |
|
|
2021
Q4 | $98K | Hold |
1,350
| – | – | 0.04% | 199 |
|
|
2021
Q3 | $83K | Buy |
+1,350
| New | +$83K | 0.04% | 205 |
|