Equius Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $254K | Sell |
1,954
-211
| -10% | -$27.4K | 0.08% | 18 |
|
|
2022
Q3 | $299K | Buy |
2,165
+211
| +11% | +$29.1K | 0.11% | 11 |
|
|
2022
Q2 | $267K | Hold |
1,954
| – | – | 0.09% | 13 |
|
|
2022
Q1 | $341K | Sell |
1,954
-2
| -0.1% | -$349 | 0.15% | 9 |
|
|
2021
Q4 | $347K | Buy |
+1,956
| New | +$347K | 0.15% | 9 |
|