LHEI
Leo H. Evart Inc’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.65M | Sell |
15,458
-270
| -2% | -$46.2K | 4.06% | 9 |
|
2023
Q2 | $3.05M | Sell |
15,728
-22
| -0.1% | -$4.27K | 4.23% | 8 |
|
2023
Q1 | $2.6M | Sell |
15,750
-351
| -2% | -$57.9K | 3.79% | 11 |
|
2022
Q4 | $2.09M | Buy |
16,101
+107
| +0.7% | +$13.9K | 3.16% | 11 |
|
2022
Q3 | $2.21M | Sell |
15,994
-735
| -4% | -$102K | 3.37% | 11 |
|
2022
Q2 | $2.29M | Sell |
16,729
-50
| -0.3% | -$6.84K | 2.78% | 11 |
|
2022
Q1 | $2.93M | Sell |
16,779
-6,695
| -29% | -$1.17M | 3.03% | 10 |
|
2021
Q4 | $4.17M | Buy |
+23,474
| New | +$4.17M | 4.06% | 8 |
|