LWM
Loveless Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.59M | Sell |
26,286
-316
| -1% | -$43.2K | 2.35% | 7 |
|
|
2022
Q1 | $4.65M | Sell |
26,602
-440
| -2% | -$76.8K | 2.62% | 4 |
|
|
2021
Q4 | $4.8M | Sell |
27,042
-327
| -1% | -$58.1K | 2.64% | 3 |
|
|
2021
Q3 | $3.87M | Buy |
27,369
+260
| +1% | +$36.8K | 2.36% | 5 |
|
|
2021
Q2 | $3.71M | Buy |
27,109
+694
| +3% | +$95.1K | 2.26% | 7 |
|
|
2021
Q1 | $3.23M | Buy |
26,415
+830
| +3% | +$101K | 2.13% | 7 |
|
|
2020
Q4 | $3.4M | Sell |
25,585
-922
| -3% | -$122K | 2.5% | 4 |
|
|
2020
Q3 | $3.07M | Buy |
26,507
+19,784
| +294% | -$44.6K | 2.59% | 4 |
|
|
2020
Q2 | $2.45M | Sell |
6,723
-280
| -4% | -$102K | 2.29% | 6 |
|
|
2020
Q1 | $1.78M | Sell |
7,003
-90
| -1% | -$22.9K | 2.1% | 12 |
|
|
2019
Q4 | $2.11M | Buy |
+7,093
| New | +$2.11M | 1.82% | 10 |
|