Cascadia Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7.92M | Buy |
56,003
+205
| +0.4% | +$29K | 1.61% | 10 |
|
|
2021
Q2 | $7.64M | Buy |
55,798
+2,221
| +4% | +$304K | 1.65% | 10 |
|
|
2021
Q1 | $6.54M | Buy |
+53,577
| New | +$6.54M | 1.45% | 13 |
|
|
2020
Q3 | $6.4M | Buy |
55,274
+9,922
| +22% | +$1.15M | 1.79% | 12 |
|
|
2020
Q2 | $4.14M | Buy |
+45,352
| New | +$4.14M | 1.27% | 12 |
|
|
2019
Q4 | $3.72M | Buy |
+50,684
| New | +$3.72M | 1.06% | 14 |
|