LFA
Lighthouse Financial Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $1.15M | Buy |
9,387
+557
| +6% | +$68K | 0.35% | 68 |
|
2020
Q4 | $1.17M | Buy |
8,830
+2,780
| +46% | +$369K | 0.4% | 61 |
|
2020
Q3 | $700K | Buy |
6,050
+4,519
| +295% | +$523K | 0.27% | 63 |
|
2020
Q2 | $558K | Buy |
1,531
+744
| +95% | +$271K | 0.24% | 64 |
|
2020
Q1 | $200K | Buy |
787
+52
| +7% | +$13.2K | 0.12% | 73 |
|
2019
Q4 | $215K | Buy |
+735
| New | +$215K | 0.1% | 76 |
|