Ironwood Wealth Management (Arizona)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,062
| Closed | -$145K | – | 47 |
|
|
2022
Q3 | $145K | Hold |
1,062
| – | – | 0.06% | 33 |
|
|
2022
Q2 | $145K | Sell |
1,062
-501
| -32% | -$68.4K | 0.06% | 33 |
|
|
2022
Q1 | $273K | Buy |
1,563
+829
| +113% | +$145K | 0.11% | 30 |
|
|
2021
Q4 | $130K | Hold |
734
| – | – | 0.06% | 33 |
|
|
2021
Q3 | $104K | Hold |
734
| – | – | 0.05% | 35 |
|
|
2021
Q2 | $100K | Buy |
734
+203
| +38% | +$27.7K | 0.06% | 36 |
|
|
2021
Q1 | $65K | Buy |
531
+2
| +0.4% | +$245 | 0.04% | 34 |
|
|
2020
Q4 | $70K | Buy |
529
+429
| +429% | +$56.8K | 0.04% | 34 |
|
|
2020
Q3 | $36K | Sell |
100
-300
| -75% | -$108K | 0.03% | 30 |
|
|
2020
Q2 | $36K | Buy |
400
+180
| +82% | +$16.2K | 0.03% | 30 |
|
|
2020
Q1 | $14K | Hold |
220
| – | – | 0.01% | 44 |
|
|
2019
Q4 | $16K | Sell |
220
-840
| -79% | -$61.1K | 0.01% | 48 |
|
|
2019
Q3 | $59K | Hold |
1,060
| – | – | 0.04% | 40 |
|
|
2019
Q2 | $52K | Hold |
1,060
| – | – | 0.04% | 43 |
|
|
2019
Q1 | $50K | Hold |
1,060
| – | – | 0.04% | 42 |
|
|
2018
Q4 | $42K | Buy |
1,060
+344
| +48% | +$13.6K | 0.04% | 38 |
|
|
2018
Q3 | $40K | Buy |
716
+360
| +101% | +$20.1K | 0.04% | 37 |
|
|
2018
Q2 | $16K | Buy |
+356
| New | +$16K | 0.02% | 43 |
|
|
2017
Q3 | $25K | Buy |
+496
| New | +$25K | 0.02% | 48 |
|