WEC
Winslow Evans & Crocker’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $211K | Buy |
4,305
+556
| +15% | +$27.3K | 0.04% | 325 |
|
|
2020
Q3 | $168K | Sell |
3,749
-55
| -1% | -$2.47K | 0.04% | 292 |
|
|
2020
Q2 | $190K | Sell |
3,804
-632
| -14% | -$31.6K | 0.05% | 276 |
|
|
2020
Q1 | $150K | Sell |
4,436
-7,100
| -62% | -$240K | 0.05% | 272 |
|
|
2019
Q4 | $552K | Buy |
11,536
+7,156
| +163% | +$342K | 0.14% | 151 |
|
|
2019
Q3 | $166K | Hold |
4,380
| – | – | 0.05% | 307 |
|
|
2019
Q2 | $152K | Sell |
4,380
-510
| -10% | -$17.7K | 0.04% | 325 |
|
|
2019
Q1 | $140K | Sell |
4,890
-400
| -8% | -$11.5K | 0.04% | 325 |
|
|
2018
Q4 | $130K | Hold |
5,290
| – | – | 0.04% | 316 |
|
|
2018
Q3 | $184K | Sell |
5,290
-408
| -7% | -$14.2K | 0.06% | 274 |
|
|
2018
Q2 | $182K | Sell |
5,698
-7,526
| -57% | -$240K | 0.06% | 271 |
|
|
2018
Q1 | $392K | Sell |
13,224
-74
| -0.6% | -$2.19K | 0.13% | 166 |
|
|
2017
Q4 | $445K | Buy |
13,298
+478
| +4% | +$16K | 0.14% | 154 |
|
|
2017
Q3 | $386K | Sell |
12,820
-5,477
| -30% | -$165K | 0.13% | 169 |
|
|
2017
Q2 | $484K | Buy |
18,297
+10,437
| +133% | +$276K | 0.13% | 177 |
|
|
2017
Q1 | $191K | Sell |
7,860
-710
| -8% | -$17.3K | 0.06% | 300 |
|
|
2016
Q4 | $166K | Hold |
8,570
| – | – | 0.05% | 313 |
|
|
2016
Q3 | $154K | Sell |
8,570
-406
| -5% | -$7.29K | 0.04% | 331 |
|
|
2016
Q2 | $136K | Sell |
8,976
-1,041
| -10% | -$15.8K | 0.04% | 327 |
|
|
2016
Q1 | $171K | Sell |
10,017
-1,583
| -14% | -$27.1K | 0.05% | 292 |
|
|
2015
Q4 | $176K | Sell |
11,600
-562
| -5% | -$8.53K | 0.05% | 312 |
|
|
2015
Q3 | $209K | Sell |
12,162
-252
| -2% | -$4.33K | 0.07% | 265 |
|
|
2015
Q2 | $275K | Sell |
12,414
-12,256
| -50% | -$271K | 0.08% | 249 |
|
|
2015
Q1 | $533K | Hold |
24,670
| – | – | 0.15% | 151 |
|
|
2014
Q4 | $582K | Buy |
+24,670
| New | +$582K | 0.17% | 136 |
|