Alterity Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.84M | Sell |
45,937
-1,010
| -2% | -$194K | 12.65% | 1 |
|
|
2023
Q3 | $8.04M | Sell |
46,947
-4,994
| -10% | -$855K | 12.74% | 1 |
|
|
2023
Q2 | $10.1M | Sell |
51,941
-8,243
| -14% | -$1.6M | 14.56% | 1 |
|
|
2023
Q1 | $9.92M | Sell |
60,184
-471
| -0.8% | -$77.7K | 14.54% | 1 |
|
|
2022
Q4 | $7.88M | Sell |
60,655
-520
| -0.9% | -$67.6K | 12.77% | 1 |
|
|
2022
Q3 | $8.45M | Sell |
61,175
-643
| -1% | -$88.9K | 13.66% | 1 |
|
|
2022
Q2 | $8.45M | Buy |
+61,818
| New | +$8.45M | 12.57% | 1 |
|
|
2021
Q4 | $12.2M | Buy |
+68,574
| New | +$12.2M | 13.03% | 1 |
|
|
2021
Q1 | $11.2M | Buy |
+64,139
| New | +$11.2M | 13.54% | 1 |
|