BI
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Blooom Inc’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,330
Closed -$744K 39
2022
Q2
$744K Buy
5,330
+3,186
+149% +$445K 1.28% 17
2022
Q1
$352K Buy
+2,144
New +$352K 0.28% 32