Personal Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,685
| Closed | -$643K | – | 1 |
|
|
2022
Q1 | $643K | Sell |
3,685
-280
| -7% | -$48.9K | 0.28% | 40 |
|
|
2021
Q4 | $704K | Buy |
3,965
+110
| +3% | +$19.5K | 0.29% | 40 |
|
|
2021
Q3 | $545K | Sell |
3,855
-389
| -9% | -$55K | 0.23% | 45 |
|
|
2021
Q2 | $581K | Sell |
4,244
-300
| -7% | -$41.1K | 0.23% | 43 |
|
|
2021
Q1 | $555K | Buy |
4,544
+103
| +2% | +$12.6K | 0.25% | 43 |
|
|
2020
Q4 | $589K | Buy |
4,441
+136
| +3% | +$18K | 0.28% | 35 |
|
|
2020
Q3 | $499K | Buy |
4,305
+141
| +3% | +$16.3K | 0.26% | 35 |
|
|
2020
Q2 | $380K | Hold |
4,164
| – | – | 0.21% | 46 |
|
|
2020
Q1 | $265K | Buy |
4,164
+20
| +0.5% | +$1.27K | 0.16% | 50 |
|
|
2019
Q4 | $304K | Buy |
4,144
+68
| +2% | +$4.99K | 0.13% | 52 |
|
|
2019
Q3 | $228K | Buy |
4,076
+628
| +18% | +$35.1K | 0.11% | 58 |
|
|
2019
Q2 | $171K | Buy |
+3,448
| New | +$171K | 0.08% | 66 |
|