Astoria Strategic Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,741
| Closed | -$335K | – | 33 |
|
|
2023
Q4 | $335K | Sell |
1,741
-68
| -4% | -$13.1K | 0.11% | 27 |
|
|
2023
Q3 | $310K | Hold |
1,809
| – | – | 0.12% | 27 |
|
|
2023
Q2 | $351K | Hold |
1,809
| – | – | 0.13% | 26 |
|
|
2023
Q1 | $298K | Hold |
1,809
| – | – | 0.12% | 27 |
|
|
2022
Q4 | $235K | Buy |
+1,809
| New | +$235K | 0.1% | 30 |
|
|
2022
Q1 | – | Sell |
-2,171
| Closed | -$386K | – | 37 |
|
|
2021
Q4 | $386K | Buy |
2,171
+175
| +9% | +$31.1K | 0.15% | 33 |
|
|
2021
Q3 | $282K | Hold |
1,996
| – | – | 0.13% | 28 |
|
|
2021
Q2 | $296K | Hold |
1,996
| – | – | 0.14% | 28 |
|
|
2021
Q1 | $244K | Buy |
+1,996
| New | +$244K | 0.12% | 28 |
|