CPWM
Cardinal Point Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.51M | Buy |
17,753
+2,433
| +16% | +$344K | 1.18% | 13 |
|
|
2021
Q2 | $2.1M | Buy |
15,320
+668
| +5% | +$91.5K | 0.95% | 15 |
|
|
2021
Q1 | $1.79M | Sell |
14,652
-3,388
| -19% | -$414K | 0.9% | 14 |
|
|
2020
Q4 | $2.39M | Buy |
+18,040
| New | +$2.39M | 1.22% | 12 |
|