ETIA
Epic Trust Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.18M | Buy |
10,329
+1,090
| +12% | +$230K | 2.4% | 8 |
|
|
2024
Q1 | $1.58M | Sell |
9,239
-194
| -2% | -$33.3K | 1.95% | 8 |
|
|
2023
Q4 | $1.82M | Sell |
9,433
-347
| -4% | -$66.8K | 2.43% | 8 |
|
|
2023
Q3 | $1.67M | Sell |
9,780
-152
| -2% | -$26K | 2.64% | 7 |
|
|
2023
Q2 | $1.93M | Sell |
9,932
-4,307
| -30% | -$835K | 2.74% | 7 |
|
|
2023
Q1 | $2.35M | Buy |
14,239
+747
| +6% | +$123K | 2.86% | 5 |
|
|
2022
Q4 | $1.75M | Sell |
13,492
-4,080
| -23% | -$530K | 2.64% | 6 |
|
|
2022
Q3 | $2.43M | Buy |
17,572
+8,199
| +87% | +$1.13M | 3.36% | 4 |
|
|
2022
Q2 | $1.28M | Sell |
9,373
-495
| -5% | -$67.7K | 2.42% | 9 |
|
|
2022
Q1 | $1.72M | Buy |
9,868
+467
| +5% | +$81.5K | 2.68% | 8 |
|
|
2021
Q4 | $1.67M | Buy |
+9,401
| New | +$1.67M | 2.42% | 8 |
|