Estate Counselors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-501
| Closed | -$69K | – | 137 |
|
|
2022
Q3 | $69K | Hold |
501
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $68K | Hold |
501
| – | – | 0.01% | 130 |
|
|
2022
Q1 | $87K | Hold |
501
| – | – | 0.01% | 129 |
|
|
2021
Q4 | $88K | Hold |
501
| – | – | 0.01% | 132 |
|
|
2021
Q3 | $70K | Hold |
501
| – | – | 0.01% | 153 |
|
|
2021
Q2 | $68K | Hold |
501
| – | – | 0.01% | 150 |
|
|
2021
Q1 | $61K | Sell |
501
-9,335
| -95% | -$1.14M | 0.01% | 149 |
|
|
2020
Q4 | $1.31M | Sell |
9,836
-1,556
| -14% | -$206K | 0.2% | 60 |
|
|
2020
Q3 | $1.32M | Sell |
11,392
-904
| -7% | -$105K | 0.2% | 57 |
|
|
2020
Q2 | $1.12M | Buy |
12,296
+5,776
| +89% | +$527K | 0.18% | 67 |
|
|
2020
Q1 | $414K | Buy |
+6,520
| New | +$414K | 0.07% | 93 |
|