HGWM
Harvest Group Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $241K | Buy |
1,460
+39
| +3% | +$6.43K | 0.15% | 49 |
|
|
2022
Q4 | $185K | Buy |
1,421
+1
| +0.1% | +$130 | 0.12% | 53 |
|
|
2022
Q3 | $209K | Sell |
1,420
-6
| -0.4% | -$883 | 0.14% | 53 |
|
|
2022
Q2 | $224K | Buy |
1,426
+400
| +39% | +$62.8K | 0.14% | 53 |
|
|
2022
Q1 | $179K | Buy |
+1,026
| New | +$179K | 0.1% | 47 |
|
|
2021
Q1 | – | Sell |
-2,264
| Closed | -$300K | – | 37 |
|
|
2020
Q4 | $300K | Sell |
2,264
-30
| -1% | -$3.98K | 0.18% | 29 |
|
|
2020
Q3 | $266K | Buy |
2,294
+1,525
| +198% | +$177K | 0.18% | 29 |
|
|
2020
Q2 | $280K | Buy |
769
+10
| +1% | +$3.64K | 0.23% | 26 |
|
|
2020
Q1 | $193K | Buy |
759
+69
| +10% | +$17.5K | 0.19% | 34 |
|
|
2019
Q4 | $202K | Sell |
690
-418
| -38% | -$122K | 0.18% | 34 |
|
|
2019
Q3 | $248K | Sell |
1,108
-5
| -0.4% | -$1.12K | 0.3% | 24 |
|
|
2019
Q2 | $220K | Sell |
1,113
-1,674
| -60% | -$331K | 0.28% | 22 |
|
|
2019
Q1 | $529K | Buy |
2,787
+296
| +12% | +$56.2K | 0.49% | 24 |
|
|
2018
Q4 | $393K | Buy |
2,491
+460
| +23% | +$72.6K | 0.51% | 21 |
|
|
2018
Q3 | $458K | Hold |
2,031
| – | – | 0.32% | 23 |
|
|
2018
Q2 | $376K | Sell |
2,031
-36
| -2% | -$6.67K | 0.26% | 30 |
|
|
2018
Q1 | $347K | Sell |
2,067
-28
| -1% | -$4.7K | 0.23% | 34 |
|
|
2017
Q4 | $355K | Buy |
+2,095
| New | +$355K | 0.22% | 36 |
|