Planning Solutions Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$4.1M Sell
82,800
-740
-0.9% -$36.6K 2.11% 9
2019
Q1
$3.97M Buy
83,540
+2,964
+4% +$141K 2.12% 9
2018
Q4
$3.18M Buy
+80,576
New +$3.18M 1.93% 12