Fullen Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$265K Buy
1,561
+1
+0.1% +$170 0.14% 51
2022
Q4
$225K Sell
1,560
-196
-11% -$28.3K 0.13% 57
2022
Q3
$269K Buy
+1,756
New +$269K 0.17% 53