Cornerstone Retirement Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.2M Sell
7,000
-9,959
-59% -$1.71M 0.34% 8
2023
Q2
$3.29M Buy
16,959
+5,478
+48% +$1.06M 0.91% 4
2023
Q1
$1.89M Buy
11,481
+8,681
+310% +$1.43M 0.56% 4
2022
Q4
$364K Buy
+2,800
New +$364K 0.11% 4