SWM
APEN
Sugarloaf Wealth Management’s Apollo Endosurgery, Inc. APEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65
| Closed | -$645 | – | 727 |
|
|
2023
Q1 | $645 | Hold |
65
| – | – | ﹤0.01% | 651 |
|
|
2022
Q4 | $648 | Hold |
65
| – | – | ﹤0.01% | 726 |
|
|
2022
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 813 |
|
|
2022
Q2 | $0 | Hold |
65
| – | – | ﹤0.01% | 842 |
|
|
2022
Q1 | $0 | Hold |
65
| – | – | ﹤0.01% | 787 |
|
|
2021
Q4 | $1K | Hold |
65
| – | – | ﹤0.01% | 733 |
|
|
2021
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $0 | Hold |
65
| – | – | ﹤0.01% | 790 |
|
|
2020
Q4 | $0 | Hold |
65
| – | – | ﹤0.01% | 754 |
|
|
2020
Q3 | $0 | Hold |
65
| – | – | ﹤0.01% | 732 |
|
|
2020
Q2 | $0 | Hold |
65
| – | – | ﹤0.01% | 739 |
|
|
2020
Q1 | $0 | Hold |
65
| – | – | ﹤0.01% | 771 |
|
|
2019
Q4 | $0 | Buy |
+65
| New | – | ﹤0.01% | 734 |
|