Valley National Advisers’s American Public Education APEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Hold |
1,059
| – | – | 0.01% | 423 |
|
|
2025
Q1 | $23K | Hold |
1,059
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $22K | Buy |
+1,059
| New | +$22K | ﹤0.01% | 446 |
|
|
2019
Q3 | – | Sell |
-6,425
| Closed | -$190K | – | 756 |
|
|
2019
Q2 | $190K | Hold |
6,425
| – | – | 0.05% | 174 |
|
|
2019
Q1 | $194K | Hold |
6,425
| – | – | 0.06% | 174 |
|
|
2018
Q4 | $183K | Hold |
6,425
| – | – | 0.06% | 169 |
|
|
2018
Q3 | $212K | Sell |
6,425
-300
| -4% | -$9.9K | 0.07% | 162 |
|
|
2018
Q2 | $283K | Hold |
6,725
| – | – | 0.11% | 149 |
|
|
2018
Q1 | $289K | Sell |
6,725
-1,054
| -14% | -$45.3K | 0.11% | 138 |
|
|
2017
Q4 | $195K | Sell |
7,779
-885
| -10% | -$22.2K | 0.07% | 161 |
|
|
2017
Q3 | $182K | Sell |
8,664
-880
| -9% | -$18.5K | 0.06% | 153 |
|
|
2017
Q2 | $226K | Sell |
9,544
-2,060
| -18% | -$48.8K | 0.08% | 138 |
|
|
2017
Q1 | $266K | Buy |
11,604
+3,301
| +40% | +$75.7K | 0.1% | 122 |
|
|
2016
Q4 | $204K | Buy |
+8,303
| New | +$204K | 0.09% | 142 |
|