Newman & Schimel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.12M | Buy |
16,337
+4,022
| +33% | +$523K | 0.96% | 17 |
|
|
2022
Q3 | $1.7M | Buy |
12,315
+889
| +8% | +$123K | 0.84% | 18 |
|
|
2022
Q2 | $1.56M | Sell |
11,426
-2,741
| -19% | -$375K | 0.75% | 16 |
|
|
2022
Q1 | $2.47M | Sell |
14,167
-4
| -0% | -$699 | 1.61% | 10 |
|
|
2021
Q4 | $2.52M | Sell |
14,171
-2,900
| -17% | -$515K | 1.43% | 10 |
|
|
2021
Q3 | $2.42M | Buy |
17,071
+6
| +0% | +$849 | 1.51% | 9 |
|
|
2021
Q2 | $2.34M | Sell |
17,065
-544
| -3% | -$74.5K | 1.47% | 9 |
|
|
2021
Q1 | $2.15M | Sell |
17,609
-207
| -1% | -$25.3K | 1.44% | 9 |
|
|
2020
Q4 | $2.36M | Buy |
+17,816
| New | +$2.36M | 1.96% | 9 |
|