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Investment Security Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$1.96M Sell
13,874
-407
-3% -$57.6K 0.78% 7
2021
Q2
$1.96M Buy
14,281
+93
+0.7% +$12.7K 0.77% 7
2021
Q1
$1.73M Sell
14,188
-734
-5% -$89.7K 0.85% 7
2020
Q4
$1.98M Sell
14,922
-1,669
-10% -$221K 1.04% 6
2020
Q3
$1.88M Buy
+16,591
New +$1.88M 1% 5