CWM
Comprehensive Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,079
| Closed | -$208K | – | 29 |
|
|
2023
Q4 | $208K | Buy |
+1,079
| New | +$208K | 0.19% | 31 |
|
|
2022
Q2 | – | Sell |
-1,312
| Closed | -$229K | – | 31 |
|
|
2022
Q1 | $229K | Sell |
1,312
-68
| -5% | -$11.9K | 0.23% | 29 |
|
|
2021
Q4 | $245K | Sell |
1,380
-337
| -20% | -$59.9K | 0.18% | 19 |
|
|
2021
Q3 | $243K | Buy |
+1,717
| New | +$243K | 0.23% | 18 |
|