AG
Appleton Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,438
| Closed | -$473K | – | 28 |
|
|
2023
Q2 | $473K | Hold |
2,438
| – | – | 0.66% | 12 |
|
|
2023
Q1 | $402K | Buy |
+2,438
| New | +$402K | 0.78% | 15 |
|
|
2022
Q2 | – | Sell |
-2,928
| Closed | -$511K | – | 27 |
|
|
2022
Q1 | $511K | Sell |
2,928
-145
| -5% | -$25.3K | 0.71% | 14 |
|
|
2021
Q4 | $546K | Buy |
+3,073
| New | +$546K | 0.55% | 19 |
|