Keystone Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $915K | Sell |
5,242
-917
| -15% | -$160K | 0.43% | 16 |
|
|
2021
Q4 | $1.09M | Buy |
6,159
+1,215
| +25% | +$216K | 0.48% | 18 |
|
|
2021
Q3 | $700K | Buy |
4,944
+1,534
| +45% | +$217K | 0.39% | 18 |
|
|
2021
Q2 | $467K | Sell |
3,410
-4,599
| -57% | -$630K | 0.28% | 17 |
|
|
2021
Q1 | $978K | Buy |
8,009
+4,583
| +134% | +$560K | 0.66% | 14 |
|
|
2020
Q4 | $455K | Buy |
+3,426
| New | +$455K | 0.36% | 18 |
|