LPWM
Lake Point Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $550K | Buy |
4,025
+67
| +2% | +$9.16K | 0.31% | 18 |
|
|
2022
Q1 | $691K | Sell |
3,958
-472
| -11% | -$82.4K | 0.32% | 12 |
|
|
2021
Q4 | $787K | Buy |
4,430
+665
| +18% | +$118K | 0.34% | 15 |
|
|
2021
Q3 | $533K | Sell |
3,765
-198
| -5% | -$28K | 0.25% | 15 |
|
|
2021
Q2 | $543K | Buy |
+3,963
| New | +$543K | 0.25% | 14 |
|
|
2020
Q1 | $339K | Buy |
1,332
+63
| +5% | +$16K | 0.3% | 16 |
|
|
2019
Q4 | $373K | Buy |
+1,269
| New | +$373K | 0.12% | 28 |
|
|
2019
Q2 | $260K | Hold |
1,314
| – | – | 0.09% | 30 |
|
|
2019
Q1 | $260K | Sell |
1,314
-2,059
| -61% | -$407K | 0.09% | 30 |
|
|
2018
Q4 | $532K | Buy |
+3,373
| New | +$532K | 0.2% | 82 |
|