CWSR
Chessman Wealth Strategies RIA’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,242
| Closed | -$236K | – | 14 |
|
|
2019
Q1 | $236K | Buy |
+1,242
| New | +$236K | 0.2% | 17 |
|
|
2018
Q4 | – | Sell |
-1,221
| Closed | -$276K | – | 26 |
|
|
2018
Q3 | $276K | Sell |
1,221
-78
| -6% | -$17.6K | 0.24% | 24 |
|
|
2018
Q2 | $240K | Buy |
1,299
+78
| +6% | +$14.4K | 0.21% | 23 |
|
|
2018
Q1 | $205K | Buy |
+1,221
| New | +$205K | 0.26% | 25 |
|