CFA
Compass Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,490
| Closed | -$3.54M | – | 1 |
|
|
2023
Q1 | $3.54M | Sell |
21,490
-329
| -2% | -$54.3K | 4.49% | 2 |
|
|
2022
Q4 | $2.83M | Buy |
21,819
+181
| +0.8% | +$23.5K | 3.82% | 2 |
|
|
2022
Q3 | $2.99M | Sell |
21,638
-184
| -0.8% | -$25.4K | 4.44% | 2 |
|
|
2022
Q2 | $2.98M | Sell |
21,822
-749
| -3% | -$102K | 4.07% | 2 |
|
|
2022
Q1 | $3.94M | Buy |
22,571
+660
| +3% | +$115K | 4.36% | 2 |
|
|
2021
Q4 | $3.89M | Buy |
+21,911
| New | +$3.89M | 4.29% | 2 |
|