WVP
Worth Venture Partners’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,002
| Closed | -$1.86M | – | 56 |
|
|
2023
Q4 | $1.86M | Sell |
20,002
-7,501
| -27% | -$699K | 1.01% | 35 |
|
|
2023
Q3 | $2.47M | Hold |
27,503
| – | – | 1.46% | 20 |
|
|
2023
Q2 | $2.11M | Hold |
27,503
| – | – | 1.15% | 26 |
|
|
2023
Q1 | $1.74M | Buy |
27,503
+2,064
| +8% | +$130K | 0.85% | 32 |
|
|
2022
Q4 | $1.62M | Hold |
25,439
| – | – | 0.96% | 38 |
|
|
2022
Q3 | $1.18M | Hold |
25,439
| – | – | 0.72% | 45 |
|
|
2022
Q2 | $1.35M | Buy |
+25,439
| New | +$1.35M | 0.79% | 44 |
|