Adirondack Retirement Specialists’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $736K | Sell |
4,300
-110
| -2% | -$18.8K | 0.57% | 21 |
|
|
2023
Q2 | $855K | Hold |
4,410
| – | – | 0.67% | 22 |
|
|
2023
Q1 | $730K | Hold |
4,410
| – | – | 0.61% | 22 |
|
|
2022
Q4 | $573K | Hold |
4,410
| – | – | 0.65% | 15 |
|
|
2022
Q3 | $609K | Hold |
4,410
| – | – | 0.59% | 17 |
|
|
2022
Q2 | $655K | Buy |
4,410
+1,998
| +83% | +$297K | 0.67% | 14 |
|
|
2022
Q1 | $770K | Sell |
2,412
-1,998
| -45% | -$638K | 0.69% | 14 |
|
|
2021
Q4 | $783K | Hold |
4,410
| – | – | 0.68% | 12 |
|
|
2021
Q3 | $624K | Buy |
4,410
+2,098
| +91% | +$297K | 0.58% | 15 |
|
|
2021
Q2 | $592K | Sell |
2,312
-100
| -4% | -$25.6K | 0.56% | 13 |
|
|
2021
Q1 | $538K | Sell |
2,412
-2,048
| -46% | -$457K | 0.55% | 14 |
|
|
2020
Q4 | $592K | Buy |
+4,460
| New | +$592K | 0.52% | 17 |
|