Emerson Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $71K | Buy |
518
+110
| +27% | +$15.1K | 0.05% | 33 |
|
|
2022
Q1 | $71K | Buy |
408
+320
| +364% | +$55.7K | 0.04% | 32 |
|
|
2021
Q4 | $16K | Hold |
88
| – | – | 0.01% | 40 |
|
|
2021
Q3 | $12K | Hold |
88
| – | – | 0.01% | 35 |
|
|
2021
Q2 | $12K | Hold |
88
| – | – | 0.01% | 35 |
|
|
2021
Q1 | $11K | Buy |
+88
| New | +$11K | 0.01% | 37 |
|
|
2020
Q1 | – | Sell |
-3,760
| Closed | -$276K | – | 23 |
|
|
2019
Q4 | $276K | Buy |
+3,760
| New | +$276K | 0.19% | 21 |
|
|
2019
Q2 | – | Sell |
-5,600
| Closed | -$266K | – | 24 |
|
|
2019
Q1 | $266K | Hold |
5,600
| – | – | 0.2% | 22 |
|
|
2018
Q4 | $221K | Buy |
+5,600
| New | +$221K | 0.21% | 25 |
|