DT
Daniels + Tansey’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,194
| Closed | -$620K | – | 28 |
|
|
2023
Q2 | $620K | Buy |
3,194
+121
| +4% | +$23.5K | 0.2% | 18 |
|
|
2023
Q1 | $507K | Sell |
3,073
-509
| -14% | -$83.9K | 0.17% | 19 |
|
|
2022
Q4 | $465K | Sell |
3,582
-821
| -19% | -$107K | 0.18% | 18 |
|
|
2022
Q3 | $608K | Buy |
4,403
+757
| +21% | +$105K | 0.25% | 19 |
|
|
2022
Q2 | $498K | Sell |
3,646
-33
| -0.9% | -$4.51K | 0.19% | 21 |
|
|
2022
Q1 | $642K | Sell |
3,679
-179
| -5% | -$31.2K | 0.22% | 21 |
|
|
2021
Q4 | $685K | Buy |
3,858
+60
| +2% | +$10.7K | 0.21% | 23 |
|
|
2021
Q3 | $537K | Buy |
3,798
+250
| +7% | +$35.3K | 0.19% | 22 |
|
|
2021
Q2 | $527K | Hold |
3,548
| – | – | 0.18% | 23 |
|
|
2021
Q1 | $433K | Hold |
3,548
| – | – | 0.17% | 21 |
|
|
2020
Q4 | $504K | Buy |
3,548
+3,512
| +9,756% | +$499K | 0.21% | 20 |
|
|
2020
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 27 |
|