TWA
TCI Wealth Advisors’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-374
| Closed | -$23.6K | – | 328 |
|
|
2023
Q1 | $23.6K | Buy |
374
+21
| +6% | +$1.33K | ﹤0.01% | 645 |
|
|
2022
Q4 | $22.5K | Buy |
353
+158
| +81% | +$10.1K | ﹤0.01% | 639 |
|
|
2022
Q3 | $9K | Buy |
195
+10
| +5% | +$462 | ﹤0.01% | 1053 |
|
|
2022
Q2 | $9K | Buy |
185
+90
| +95% | +$4.38K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $6K | Buy |
95
+74
| +352% | +$4.67K | ﹤0.01% | 1388 |
|
|
2021
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 2066 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2207 |
|
|
2021
Q2 | $1K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 2153 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2006 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1241 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$17K | – | 1423 |
|
|
2018
Q3 | $17K | Hold |
500
| – | – | 0.01% | 521 |
|
|
2018
Q2 | $16K | Sell |
500
-2,500
| -83% | -$80K | 0.01% | 527 |
|
|
2018
Q1 | $89K | Buy |
3,000
+2,500
| +500% | +$74.2K | 0.04% | 237 |
|
|
2017
Q4 | $17K | Hold |
500
| – | – | 0.01% | 518 |
|
|
2017
Q3 | $15K | Sell |
500
-1,666
| -77% | -$50K | 0.01% | 511 |
|
|
2017
Q2 | $57K | Sell |
2,166
-3,604
| -62% | -$94.8K | 0.03% | 287 |
|
|
2017
Q1 | $140K | Buy |
5,770
+1,601
| +38% | +$38.8K | 0.07% | 176 |
|
|
2016
Q4 | $81K | Sell |
4,169
-2,138
| -34% | -$41.5K | 0.04% | 255 |
|
|
2016
Q3 | $113K | Buy |
6,307
+124
| +2% | +$2.22K | 0.06% | 195 |
|
|
2016
Q2 | $94K | Buy |
6,183
+93
| +2% | +$1.41K | 0.05% | 212 |
|
|
2016
Q1 | $104K | Buy |
+6,090
| New | +$104K | 0.06% | 199 |
|