DWA
Divergent Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $351K | Buy |
1,508
+1
| +0.1% | +$233 | 0.06% | 26 |
|
|
2024
Q2 | $317K | Buy |
+1,507
| New | +$317K | 0.06% | 26 |
|
|
2020
Q4 | – | Sell |
-9,120
| Closed | -$1.06M | – | 17 |
|
|
2020
Q3 | $1.06M | Buy |
9,120
+6,913
| +313% | +$800K | 0.29% | 18 |
|
|
2020
Q2 | $805K | Buy |
2,207
+193
| +10% | +$70.4K | 0.24% | 21 |
|
|
2020
Q1 | $512K | Sell |
2,014
-1,043
| -34% | -$265K | 0.18% | 21 |
|
|
2019
Q4 | $898K | Buy |
3,057
+3
| +0.1% | +$881 | 0.26% | 22 |
|
|
2019
Q3 | $684K | Sell |
3,054
-100
| -3% | -$22.4K | 0.21% | 25 |
|
|
2019
Q2 | $624K | Sell |
3,154
-66
| -2% | -$13.1K | 0.2% | 25 |
|
|
2019
Q1 | $612K | Sell |
3,220
-78
| -2% | -$14.8K | 0.2% | 25 |
|
|
2018
Q4 | $520K | Buy |
3,298
+293
| +10% | +$46.2K | 0.19% | 31 |
|
|
2018
Q3 | $674K | Buy |
3,005
+4
| +0.1% | +$897 | 0.23% | 23 |
|
|
2018
Q2 | $556K | Sell |
3,001
-39
| -1% | -$7.23K | 0.2% | 23 |
|
|
2018
Q1 | $510K | Buy |
+3,040
| New | +$510K | 0.19% | 23 |
|