CPWMP
Cardinal Point Wealth Management Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.74M | Buy |
28,774
+1,014
| +4% | +$167K | 1.44% | 9 |
|
|
2022
Q4 | $3.61M | Buy |
27,760
+11,405
| +70% | +$1.48M | 1.25% | 12 |
|
|
2022
Q3 | $2.29M | Sell |
16,355
-100
| -0.6% | -$14K | 1.09% | 13 |
|
|
2022
Q2 | $2.25M | Buy |
16,455
+68
| +0.4% | +$9.3K | 1.08% | 14 |
|
|
2022
Q1 | $2.86M | Buy |
16,387
+1,225
| +8% | +$214K | 1.28% | 13 |
|
|
2021
Q4 | $2.69M | Buy |
+15,162
| New | +$2.69M | 1.17% | 15 |
|