Clear Perspectives Financial Planning’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$138K Hold
2022
Q4
$109K Hold
2022
Q3
$116K Sell
2022
Q2
$158K Buy
2022
Q1
$172K Buy
2021
Q4
$137K Buy
2021
Q3
$29K Hold
2021
Q2
$28K Hold
2021
Q1
$25K Hold
2020
Q4
$27K Buy