FWM
Filbrandt Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $807K | Buy |
5,701
+185
| +3% | +$26.2K | 0.46% | 14 |
|
|
2021
Q2 | $755K | Sell |
5,516
-58
| -1% | -$7.94K | 0.43% | 14 |
|
|
2021
Q1 | $681K | Sell |
5,574
-6,542
| -54% | -$799K | 0.41% | 15 |
|
|
2020
Q4 | $1.61M | Buy |
12,116
+5,132
| +73% | +$681K | 1.03% | 11 |
|
|
2020
Q3 | $809K | Buy |
6,984
+3,647
| +109% | +$422K | 0.63% | 13 |
|
|
2020
Q2 | $1.22M | Buy |
3,337
+2,473
| +286% | +$902K | 0.97% | 11 |
|
|
2020
Q1 | $220K | Buy |
864
+313
| +57% | +$79.7K | 0.24% | 19 |
|
|
2019
Q4 | $161K | Buy |
+551
| New | +$161K | 0.14% | 34 |
|