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January Capital Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$2.5M Hold
18,291
2.22% 9
2022
Q1
$2.5M Buy
18,291
+269
+1% +$36.8K 2.22% 9
2021
Q4
$3.2M Buy
+18,022
New +$3.2M 2.54% 12