LWP
Legacy Wealth Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.69M | Sell |
26,702
-150
| -0.6% | -$20.7K | 6.11% | 3 |
|
|
2022
Q2 | $3.67M | Sell |
26,852
-1,617
| -6% | -$221K | 5.26% | 4 |
|
|
2022
Q1 | $4.97M | Sell |
28,469
-615
| -2% | -$107K | 5.85% | 3 |
|
|
2021
Q4 | $5.16M | Sell |
29,084
-4,575
| -14% | -$812K | 5.89% | 3 |
|
|
2021
Q3 | $4.76M | Buy |
33,659
+2,954
| +10% | +$418K | 5.34% | 3 |
|
|
2021
Q2 | $4.21M | Buy |
30,705
+1,501
| +5% | +$206K | 4.79% | 4 |
|
|
2021
Q1 | $3.57M | Buy |
29,204
+585
| +2% | +$71.5K | 4.55% | 4 |
|
|
2020
Q4 | $3.8M | Buy |
28,619
+1,273
| +5% | +$169K | 4.87% | 3 |
|
|
2020
Q3 | $3.17M | Buy |
27,346
+20,086
| +277% | +$2.33M | 3.62% | 6 |
|
|
2020
Q2 | $2.65M | Sell |
7,260
-252
| -3% | -$91.9K | 3.15% | 7 |
|
|
2020
Q1 | $1.91M | Buy |
7,512
+860
| +13% | +$219K | 3.06% | 7 |
|
|
2019
Q4 | $1.95M | Buy |
+6,652
| New | +$1.95M | 2.21% | 11 |
|