KIA
KLR Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.44M | Sell |
14,742
-147
| -1% | -$24.4K | 1.77% | 9 |
|
|
2023
Q4 | $2.87M | Sell |
14,889
-630
| -4% | -$121K | 2.07% | 8 |
|
|
2023
Q3 | $2.56M | Buy |
15,519
+95
| +0.6% | +$15.7K | 2.33% | 6 |
|
|
2023
Q2 | $2.99M | Sell |
15,424
-206
| -1% | -$40K | 2.46% | 5 |
|
|
2023
Q1 | $2.58M | Sell |
15,630
-2,578
| -14% | -$425K | 2.27% | 7 |
|
|
2022
Q4 | $2.37M | Buy |
+18,208
| New | +$2.37M | 1.95% | 9 |
|