FTIS
First Trust Investment Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $68.9M | Buy |
295,822
+30,554
| +12% | +$7.12M | 7.76% | 2 |
|
|
2024
Q2 | $55.9M | Buy |
265,268
+121,191
| +84% | +$25.5M | 7.87% | 1 |
|
|
2024
Q1 | $24.7M | Buy |
144,077
+21,367
| +17% | +$3.66M | 4.35% | 2 |
|
|
2023
Q4 | $23.6M | Buy |
+122,710
| New | +$23.6M | 4.91% | 1 |
|