LWP
Legacy Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.99M | Buy |
51,044
+877
| +2% | +$120K | 3.88% | 6 |
|
|
2021
Q1 | $6.13M | Sell |
50,167
-1,235
| -2% | -$151K | 3.59% | 9 |
|
|
2020
Q4 | $6.82M | Buy |
51,402
+1,389
| +3% | +$184K | 4.29% | 7 |
|
|
2020
Q3 | $5.79M | Buy |
50,013
+36,616
| +273% | +$4.24M | 4.1% | 7 |
|
|
2020
Q2 | $4.89M | Sell |
13,397
-3,435
| -20% | -$1.25M | 3.69% | 7 |
|
|
2020
Q1 | $4.28M | Sell |
16,832
-148
| -0.9% | -$37.6K | 3.98% | 9 |
|
|
2019
Q4 | $5.46M | Buy |
+16,980
| New | +$5.46M | 3.97% | 4 |
|