Price Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $6.49M | Buy |
56,029
+14,429
| +35% | +$1.67M | 1.82% | 14 |
|
2020
Q2 | $3.79M | Sell |
41,600
-600
| -1% | -$54.7K | 1.12% | 20 |
|
2020
Q1 | $2.68M | Buy |
42,200
+5,456
| +15% | +$347K | 0.97% | 21 |
|
2019
Q4 | $2.7M | Buy |
36,744
+2,372
| +7% | +$174K | 0.84% | 17 |
|
2019
Q3 | $1.93M | Hold |
34,372
| – | – | 0.63% | 18 |
|
2019
Q2 | $1.7M | Buy |
34,372
+1,116
| +3% | +$55.2K | 0.55% | 19 |
|
2019
Q1 | $1.58M | Hold |
33,256
| – | – | 0.61% | 18 |
|
2018
Q4 | $1.31M | Hold |
33,256
| – | – | 0.55% | 19 |
|
2018
Q3 | $1.88M | Sell |
33,256
-26,820
| -45% | -$1.51M | 0.7% | 15 |
|
2018
Q2 | $2.78M | Buy |
+60,076
| New | +$2.78M | 1.06% | 12 |
|