YorkBridge Wealth Partners’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-415
| Closed | -$17K | – | 837 |
|
|
2017
Q4 | $17K | Buy |
415
+112
| +37% | +$4.59K | 0.01% | 557 |
|
|
2017
Q3 | $15K | Buy |
303
+5
| +2% | +$248 | 0.01% | 587 |
|
|
2017
Q2 | $17K | Hold |
298
| – | – | 0.01% | 545 |
|
|
2017
Q1 | $17K | Buy |
298
+129
| +76% | +$7.36K | 0.01% | 538 |
|
|
2016
Q4 | $8K | Buy |
+169
| New | +$8K | ﹤0.01% | 626 |
|