Financial Planners of Cleveland’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,369
Closed -$1.99M 1
2022
Q1
$1.99M Sell
11,369
-36,727
-76% -$6.41M 0.83% 17
2021
Q4
$8.28M Buy
+48,096
New +$8.28M 3.37% 7