Sugarloaf Wealth Management’s Apollo Endosurgery, Inc. APEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65
| Closed | -$645 | – | 723 |
|
|
2023
Q1 | $645 | Hold |
65
| – | – | ﹤0.01% | 651 |
|
|
2022
Q4 | $648 | Hold |
65
| – | – | ﹤0.01% | 726 |
|
|
2022
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 823 |
|
|
2022
Q2 | $0 | Hold |
65
| – | – | ﹤0.01% | 849 |
|
|
2022
Q1 | $0 | Hold |
65
| – | – | ﹤0.01% | 778 |
|
|
2021
Q4 | $1K | Hold |
65
| – | – | ﹤0.01% | 738 |
|
|
2021
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 752 |
|
|
2021
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 742 |
|
|
2021
Q1 | $0 | Hold |
65
| – | – | ﹤0.01% | 797 |
|
|
2020
Q4 | $0 | Hold |
65
| – | – | ﹤0.01% | 762 |
|
|
2020
Q3 | $0 | Hold |
65
| – | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $0 | Hold |
65
| – | – | ﹤0.01% | 741 |
|
|
2020
Q1 | $0 | Hold |
65
| – | – | ﹤0.01% | 754 |
|
|
2019
Q4 | $0 | Buy |
+65
| New | +$188 | ﹤0.01% | 715 |
|
Sugarloaf Wealth Management's APEN Position: Q2 2023 in Review
Sugarloaf Wealth Management sold out of Apollo Endosurgery, Inc. (APEN) in Q2 2023, closing a stake of 65 shares — an estimated $645 sold.
Sugarloaf Wealth Management first reported a position in APEN in Q4 2019 and held it in 14 quarters. The position peaked at $1K in Q3 2022. 0 funds tracked by Wall St. Rank hold APEN as of Q2 2023.
- Sugarloaf Wealth Management reported no remaining Apollo Endosurgery, Inc. position as of Q2 2023 after selling out during the quarter.
- Sugarloaf Wealth Management sold 65 Apollo Endosurgery, Inc. shares in Q2 2023, an estimated $645.
- Sugarloaf Wealth Management first reported a position in Apollo Endosurgery, Inc. in Q4 2019 and held it in 14 quarters.
- Sugarloaf Wealth Management's Apollo Endosurgery, Inc. position peaked at $1K in Q3 2022.
- 0 funds tracked by Wall St. Rank held Apollo Endosurgery, Inc. as of Q2 2023.
Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.