NWM
Navigation Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-478
| Closed | -$66K | – | 2 |
|
|
2022
Q3 | $66K | Hold |
478
| – | – | 7.11% | 5 |
|
|
2022
Q2 | $65K | Hold |
478
| – | – | 7.22% | 5 |
|
|
2022
Q1 | $83K | Hold |
478
| – | – | 0.78% | 4 |
|
|
2021
Q4 | $84K | Hold |
478
| – | – | 0.08% | 10 |
|
|
2021
Q3 | $68K | Buy |
478
+84
| +21% | +$12K | 0.44% | 8 |
|
|
2021
Q2 | $54K | Hold |
394
| – | – | 0.05% | 15 |
|
|
2021
Q1 | $48K | Buy |
+394
| New | +$48K | 0.05% | 13 |
|