New England Guild Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.8M | Sell |
13,883
-998
| -7% | -$130K | 0.95% | 27 |
|
|
2022
Q3 | $2.06M | Buy |
14,881
+1
| +0% | +$138 | 1.24% | 22 |
|
|
2022
Q2 | $2.03M | Buy |
14,880
+1
| +0% | +$137 | 1.26% | 26 |
|
|
2022
Q1 | $2.6M | Buy |
14,879
+1
| +0% | +$175 | 1.38% | 23 |
|
|
2021
Q4 | $2.64M | Buy |
14,878
+1
| +0% | +$178 | 1.32% | 24 |
|
|
2021
Q3 | $2.11M | Buy |
14,877
+180
| +1% | +$25.5K | 1.12% | 30 |
|
|
2021
Q2 | $2.01M | Buy |
14,697
+201
| +1% | +$27.5K | 1.09% | 30 |
|
|
2021
Q1 | $1.77M | Sell |
14,496
-1,059
| -7% | -$129K | 1% | 30 |
|
|
2020
Q4 | $2.06M | Buy |
15,555
+350
| +2% | +$46.4K | 1.22% | 25 |
|
|
2020
Q3 | $1.76M | Sell |
15,205
-971
| -6% | -$112K | 1.23% | 25 |
|
|
2020
Q2 | $1.48M | Hold |
16,176
| – | – | 1.08% | 28 |
|
|
2020
Q1 | $1.03M | Sell |
16,176
-7,420
| -31% | -$472K | 0.92% | 27 |
|
|
2019
Q4 | $1.73M | Sell |
23,596
-4,604
| -16% | -$338K | 1.24% | 24 |
|
|
2019
Q3 | $1.58M | Buy |
28,200
+4
| +0% | +$224 | 1.13% | 26 |
|
|
2019
Q2 | $1.4M | Buy |
28,196
+892
| +3% | +$44.1K | 1.04% | 25 |
|
|
2019
Q1 | $1.3M | Sell |
27,304
-7,704
| -22% | -$366K | 0.98% | 27 |
|
|
2018
Q4 | $1.38M | Buy |
35,008
+7,084
| +25% | +$279K | 1.16% | 25 |
|
|
2018
Q3 | $1.58M | Sell |
27,924
-3,180
| -10% | -$179K | 1.42% | 20 |
|
|
2018
Q2 | $1.44M | Sell |
31,104
-3,312
| -10% | -$153K | 1.31% | 21 |
|
|
2018
Q1 | $1.44M | Sell |
34,416
-92
| -0.3% | -$3.86K | 1.37% | 21 |
|
|
2017
Q4 | $1.46M | Buy |
+34,508
| New | +$1.46M | 1.4% | 21 |
|