Marks Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,687
| Closed | -$1.74M | – | 9 |
|
|
2022
Q2 | $1.74M | Sell |
12,687
-237
| -2% | -$32.4K | 2.04% | 5 |
|
|
2022
Q1 | $2.26M | Sell |
12,924
-48
| -0.4% | -$8.38K | 0.69% | 18 |
|
|
2021
Q4 | $2.3M | Sell |
12,972
-330
| -2% | -$58.6K | 0.72% | 17 |
|
|
2021
Q3 | $1.88M | Sell |
13,302
-219
| -2% | -$31K | 0.61% | 15 |
|
|
2021
Q2 | $1.85M | Sell |
13,521
-252
| -2% | -$34.5K | 0.63% | 18 |
|
|
2021
Q1 | $1.68M | Sell |
13,773
-2,596
| -16% | -$317K | 0.55% | 22 |
|
|
2020
Q4 | $2.17M | Buy |
+16,369
| New | +$2.17M | 0.75% | 19 |
|