Capital Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.71M | Sell |
36,240
-1,830
| -5% | -$238K | 6.5% | 1 |
|
|
2022
Q3 | $5.26M | Sell |
38,070
-430
| -1% | -$59.4K | 7.78% | 1 |
|
|
2022
Q2 | $5.26M | Sell |
38,500
-75
| -0.2% | -$10.3K | 7.42% | 1 |
|
|
2022
Q1 | $6.74M | Buy |
38,575
+107
| +0.3% | +$18.7K | 7.92% | 1 |
|
|
2021
Q4 | $6.83M | Sell |
38,468
-300
| -0.8% | -$53.3K | 7.46% | 1 |
|
|
2021
Q3 | $5.49M | Sell |
38,768
-15,874
| -29% | -$2.25M | 6.71% | 1 |
|
|
2021
Q2 | $7.48M | Sell |
54,642
-76
| -0.1% | -$10.4K | 9.5% | 1 |
|
|
2021
Q1 | $6.68M | Sell |
54,718
-295
| -0.5% | -$36K | 8.93% | 1 |
|
|
2020
Q4 | $7.3M | Buy |
+55,013
| New | +$7.3M | 10.17% | 1 |
|