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Independence Asset Advisors’s Apple AAPL Stock Holding History

Independence Asset Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-802
Closed -$202K – 14
2024
Q4 		$202K Buy
+802
New +$202K 0.94% 9