Clear Perspectives Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $138K | Hold |
837
| – | – | 0.08% | 46 |
|
|
2022
Q4 | $109K | Hold |
837
| – | – | 0.06% | 55 |
|
|
2022
Q3 | $116K | Sell |
837
-318
| -28% | -$44.1K | 0.06% | 56 |
|
|
2022
Q2 | $158K | Buy |
1,155
+172
| +17% | +$23.5K | 0.06% | 57 |
|
|
2022
Q1 | $172K | Buy |
983
+211
| +27% | +$36.9K | 0.07% | 54 |
|
|
2021
Q4 | $137K | Buy |
772
+568
| +278% | +$101K | 0.06% | 67 |
|
|
2021
Q3 | $29K | Hold |
204
| – | – | 0.01% | 120 |
|
|
2021
Q2 | $28K | Hold |
204
| – | – | 0.01% | 123 |
|
|
2021
Q1 | $25K | Hold |
204
| – | – | 0.01% | 118 |
|
|
2020
Q4 | $27K | Buy |
+204
| New | +$27K | 0.02% | 109 |
|