SWS
SYSTM Wealth Solutions’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,089
| Closed | -$483K | – | 123 |
|
|
2024
Q2 | $483K | Sell |
4,089
-282
| -6% | -$33.3K | 0.11% | 145 |
|
|
2024
Q1 | $492K | Sell |
4,371
-602
| -12% | -$67.7K | 0.06% | 286 |
|
|
2023
Q4 | $463K | Buy |
4,973
+2,082
| +72% | +$194K | 0.06% | 281 |
|
|
2023
Q3 | $259K | Sell |
2,891
-1,244
| -30% | -$112K | 0.04% | 388 |
|
|
2023
Q2 | $318K | Buy |
+4,135
| New | +$318K | 0.04% | 379 |
|