CPA
Clear Perspective Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $12.9M | Buy |
72,742
+4,101
| +6% | +$728K | 3.92% | 6 |
|
|
2021
Q3 | $9.71M | Buy |
68,641
+6,452
| +10% | +$913K | 3.32% | 7 |
|
|
2021
Q2 | $8.52M | Sell |
62,189
-6,518
| -9% | -$893K | 2.96% | 8 |
|
|
2021
Q1 | $8.39M | Sell |
68,707
-2,901
| -4% | -$354K | 3.28% | 7 |
|
|
2020
Q4 | $9.5M | Sell |
71,608
-2,783
| -4% | -$369K | 3.88% | 6 |
|
|
2020
Q3 | $237 | Buy |
74,391
+55,620
| +296% | +$177 | 0.11% | 124 |
|
|
2020
Q2 | $6.85M | Sell |
18,771
-621
| -3% | -$227K | 3.74% | 6 |
|
|
2020
Q1 | $4.93M | Sell |
19,392
-1,472
| -7% | -$374K | 3.29% | 7 |
|
|
2019
Q4 | $6.13M | Sell |
20,864
-511
| -2% | -$150K | 3.79% | 4 |
|
|
2019
Q3 | $4.79M | Sell |
21,375
-729
| -3% | -$163K | 2.17% | 10 |
|
|
2019
Q2 | $4.38M | Sell |
22,104
-1,448
| -6% | -$287K | 2.81% | 4 |
|
|
2019
Q1 | $4.68M | Buy |
23,552
+4,499
| +24% | +$893K | 3.32% | 4 |
|
|
2018
Q4 | $3.01M | Buy |
19,053
+927
| +5% | +$146K | 2.5% | 6 |
|
|
2018
Q3 | $402K | Buy |
18,126
+643
| +4% | +$14.3K | 0.3% | 98 |
|
|
2018
Q2 | $3.24M | Sell |
17,483
-411
| -2% | -$76.1K | 2.26% | 6 |
|
|
2018
Q1 | $3M | Buy |
17,894
+1,335
| +8% | +$224K | 2.24% | 6 |
|
|
2017
Q4 | $2.8M | Sell |
16,559
-258
| -2% | -$43.7K | 2.14% | 6 |
|
|
2017
Q3 | $2.59M | Buy |
16,817
+827
| +5% | +$127K | 2.12% | 5 |
|
|
2017
Q2 | $2.3M | Buy |
15,990
+2,051
| +15% | +$295K | 1.94% | 6 |
|
|
2017
Q1 | $2M | Sell |
13,939
-7,100
| -34% | -$1.02M | 1.32% | 11 |
|
|
2016
Q4 | $2.44M | Buy |
+21,039
| New | +$2.44M | 1.62% | 10 |
|