Valeo Financial Advisors’s Apollo Endosurgery, Inc. APEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-276
| Closed | -$2K | – | 1895 |
|
|
2021
Q1 | $2K | Sell |
276
-237
| -46% | -$1.72K | ﹤0.01% | 1749 |
|
|
2020
Q4 | $2K | Buy |
513
+25
| +5% | +$97 | ﹤0.01% | 1523 |
|
|
2020
Q3 | $1K | Hold |
488
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q2 | $1K | Hold |
488
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q1 | $1K | Hold |
488
| – | – | ﹤0.01% | 1703 |
|
|
2019
Q4 | $1K | Buy |
488
+94
| +24% | +$193 | ﹤0.01% | 1580 |
|
|
2019
Q3 | $1K | Hold |
394
| – | – | ﹤0.01% | 1502 |
|
|
2019
Q2 | $1K | Hold |
394
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q1 | $1K | Hold |
394
| – | – | ﹤0.01% | 1502 |
|
|
2018
Q4 | $1K | Buy |
394
+202
| +105% | +$513 | ﹤0.01% | 1429 |
|
|
2018
Q3 | $1K | Hold |
192
| – | – | ﹤0.01% | 1704 |
|
|
2018
Q2 | $1K | Buy |
+192
| New | +$1K | ﹤0.01% | 1536 |
|