PS
Portfolio Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $248K | Buy |
1,793
+24
| +1% | +$3.32K | 0.03% | 49 |
|
|
2022
Q2 | $242K | Buy |
+1,769
| New | +$242K | 0.03% | 51 |
|
|
2021
Q4 | – | Sell |
-2,925
| Closed | -$414K | – | 44 |
|
|
2021
Q3 | $414K | Sell |
2,925
-1,006
| -26% | -$142K | 0.05% | 30 |
|
|
2021
Q2 | $574K | Buy |
3,931
+1,263
| +47% | +$184K | 0.07% | 27 |
|
|
2021
Q1 | $326K | Buy |
2,668
+365
| +16% | +$44.6K | 0.04% | 31 |
|
|
2020
Q4 | $306K | Sell |
2,303
-1,561
| -40% | -$207K | 0.04% | 31 |
|
|
2020
Q3 | $447K | Buy |
3,864
+3,313
| +601% | +$383K | 0.06% | 39 |
|
|
2020
Q2 | $201K | Buy |
+551
| New | +$201K | 0.03% | 50 |
|
|
2018
Q2 | – | Sell |
-612
| Closed | -$103K | – | 36 |
|
|
2018
Q1 | $103K | Buy |
612
+42
| +7% | +$7.07K | 0.01% | 56 |
|
|
2017
Q4 | $96K | Buy |
570
+94
| +20% | +$15.8K | 0.01% | 54 |
|
|
2017
Q3 | $73K | Hold |
476
| – | – | 0.01% | 59 |
|
|
2017
Q2 | $69K | Sell |
476
-700
| -60% | -$101K | 0.01% | 58 |
|
|
2017
Q1 | $169K | Buy |
+1,176
| New | +$169K | 0.02% | 36 |
|