Harvest Group Wealth Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$241K	Buy	1,460 +39	+3%	+$5.75K	0.15%	49
2022 Q4	$185K	Buy	1,421 +1	+0.1%	+$143	0.12%	53
2022 Q3	$209K	Sell	1,420 -6	-0.4%	-$942	0.14%	54
2022 Q2	$224K	Buy	1,426 +400	+39%	+$60.6K	0.14%	53
2022 Q1	$179K	Buy	+1,026	New	+$173K	0.1%	47
2021 Q1	–	Sell	-2,264	Closed	-$300K	–	38
2020 Q4	$300K	Sell	2,264 -30	-1%	-$3.61K	0.18%	29
2020 Q3	$266K	Sell	2,294 -782	-25%	-$85.3K	0.18%	29
2020 Q2	$280K	Buy	3,076 +40	+1%	+$3.1K	0.23%	26
2020 Q1	$193K	Buy	3,036 +276	+10%	+$20.3K	0.19%	35
2019 Q4	$202K	Sell	2,760 -1,672	-38%	-$108K	0.18%	34
2019 Q3	$248K	Sell	4,432 -20	-0.4%	-$1.05K	0.3%	24
2019 Q2	$220K	Sell	4,452 -6,696	-60%	-$326K	0.28%	22
2019 Q1	$529K	Buy	11,148 +1,184	+12%	+$50.2K	0.49%	24
2018 Q4	$393K	Buy	9,964 +1,840	+23%	+$89.2K	0.51%	21
2018 Q3	$458K	Hold	8,124	–	–	0.32%	23
2018 Q2	$376K	Sell	8,124 -144	-2%	-$6.53K	0.26%	30
2018 Q1	$347K	Sell	8,268 -112	-1%	-$4.82K	0.23%	34
2017 Q4	$355K	Buy	+8,380	New	+$350K	0.22%	36