Atlanta Financial Associates’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$3.55M Hold
26,747
1.66% 6
2020
Q4
$3.55M Sell
26,747
-149
-0.6% -$19.8K 1.66% 6
2020
Q3
$3.12M Buy
26,896
+1,492
+6% +$173K 1.6% 7
2020
Q2
$2.32M Sell
25,404
-712
-3% -$64.9K 1.29% 9
2020
Q1
$1.66M Buy
+26,116
New +$1.66M 1.31% 9