Novak Financial Planning’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$3.47M Sell
25,346
-89
-0.3% -$12.2K 1.7% 13
2021
Q1
$3.11M Sell
25,435
-275
-1% -$33.6K 1.71% 16
2020
Q4
$3.41M Buy
+25,710
New +$3.41M 2.01% 11