Investors Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-56,435
| Closed | -$10M | – | 1 |
|
|
2021
Q4 | $10M | Sell |
56,435
-132
| -0.2% | -$23.4K | 4.67% | 2 |
|
|
2021
Q3 | $8M | Sell |
56,567
-1,513
| -3% | -$214K | 4.23% | 3 |
|
|
2021
Q2 | $7.96M | Buy |
58,080
+1,435
| +3% | +$197K | 4.27% | 3 |
|
|
2021
Q1 | $6.92M | Buy |
56,645
+1,290
| +2% | +$158K | 4.05% | 3 |
|
|
2020
Q4 | $7.35M | Buy |
55,355
+918
| +2% | +$122K | 4.85% | 3 |
|
|
2020
Q3 | $6.3M | Buy |
54,437
+149
| +0.3% | +$17.3K | 4.71% | 3 |
|
|
2020
Q2 | $4.95M | Buy |
54,288
+2,152
| +4% | +$196K | 4.07% | 3 |
|
|
2020
Q1 | $3.31M | Buy |
52,136
+588
| +1% | +$37.4K | 3.35% | 3 |
|
|
2019
Q4 | $3.78M | Buy |
+51,548
| New | +$3.78M | 3.08% | 4 |
|