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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