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.