KLR Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$2.44M Sell
2023
Q4
$2.87M Sell
2023
Q3
$2.56M Buy
2023
Q2
$2.99M Sell
2023
Q1
$2.58M Sell
2022
Q4
$2.37M Buy