NWM
NEIRG Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-47,187
| Closed | -$9.15M | – | 1 |
|
|
2023
Q2 | $9.15M | Sell |
47,187
-7,516
| -14% | -$1.46M | 1.69% | 20 |
|
|
2023
Q1 | $9.02M | Sell |
54,703
-1,023
| -2% | -$169K | 1.56% | 21 |
|
|
2022
Q4 | $7.24M | Sell |
55,726
-764
| -1% | -$99.3K | 1.36% | 24 |
|
|
2022
Q3 | $7.81M | Sell |
56,490
-2,517
| -4% | -$348K | 1.56% | 20 |
|
|
2022
Q2 | $8.07M | Buy |
59,007
+465
| +0.8% | +$63.6K | 1.76% | 17 |
|
|
2022
Q1 | $10.2M | Sell |
58,542
-1,865
| -3% | -$326K | 2% | 16 |
|
|
2021
Q4 | $10.7M | Buy |
+60,407
| New | +$10.7M | 2.06% | 14 |
|