DFG
DWM Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $239K | Hold |
1,799
| – | – | 0.33% | 16 |
|
|
2020
Q3 | $208K | Buy |
1,799
+921
| +105% | +$106K | 0.32% | 16 |
|
|
2020
Q2 | $320K | Sell |
878
-1,581
| -64% | -$576K | 0.48% | 18 |
|
|
2020
Q1 | $625K | Buy |
2,459
+1,581
| +180% | +$402K | 1.37% | 12 |
|
|
2019
Q4 | $258K | Buy |
+878
| New | +$258K | 0.26% | 25 |
|