Newfound Research’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $67K | Buy |
+484
| New | +$67K | 0.16% | 93 |
|
|
2022
Q2 | – | Sell |
-473
| Closed | -$83K | – | 132 |
|
|
2022
Q1 | $83K | Sell |
473
-467
| -50% | -$81.9K | 0.11% | 113 |
|
|
2021
Q4 | $167K | Buy |
940
+397
| +73% | +$70.5K | 0.2% | 14 |
|
|
2021
Q3 | $77K | Buy |
+543
| New | +$77K | 0.12% | 91 |
|