Clear Perspective Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$12.9M Buy
2021
Q3
$9.71M Buy
2021
Q2
$8.52M Sell
2021
Q1
$8.39M Sell
2020
Q4
$9.5M Sell
2020
Q3
$237 Sell
2020
Q2
$6.85M Sell
2020
Q1
$4.93M Sell
2019
Q4
$6.13M Sell
2019
Q3
$4.79M Sell
2019
Q2
$4.38M Sell
2019
Q1
$4.67M Buy
2018
Q4
$3M Buy
2018
Q3
$402K Buy
2018
Q2
$3.24M Sell
2018
Q1
$3M Buy
2017
Q4
$2.8M Sell
2017
Q3
$2.59M Buy
2017
Q2
$2.3M Buy
2017
Q1
$2M Sell
2016
Q4
$2.44M Buy