MWM
Midwest Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.95M | Buy |
28,322
+708
| +3% | +$124K | 3% | 1 |
|
|
2021
Q4 | $4.9M | Buy |
27,614
+928
| +3% | +$165K | 3.07% | 1 |
|
|
2021
Q3 | $3.78M | Sell |
26,686
-447
| -2% | -$63.2K | 2.6% | 2 |
|
|
2021
Q2 | $3.72M | Buy |
27,133
+122
| +0.5% | +$16.7K | 2.65% | 1 |
|
|
2021
Q1 | $3.3M | Buy |
27,011
+199
| +0.7% | +$24.3K | 2.68% | 1 |
|
|
2020
Q4 | $3.56M | Buy |
+26,812
| New | +$3.56M | 3.25% | 1 |
|