RWA
RGT Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.55M | Sell |
11,222
-2,813
| -20% | -$389K | 0.25% | 22 |
|
|
2022
Q2 | $1.92M | Sell |
14,035
-3,594
| -20% | -$491K | 0.32% | 23 |
|
|
2022
Q1 | $3.08M | Buy |
17,629
+1,855
| +12% | +$324K | 0.49% | 16 |
|
|
2021
Q4 | $2.8M | Buy |
15,774
+2,521
| +19% | +$448K | 0.43% | 18 |
|
|
2021
Q3 | $1.88M | Sell |
13,253
-586
| -4% | -$82.9K | 0.37% | 11 |
|
|
2021
Q2 | $1.9M | Sell |
13,839
-2,272
| -14% | -$311K | 0.34% | 12 |
|
|
2021
Q1 | $1.97M | Sell |
16,111
-7,252
| -31% | -$886K | 0.38% | 11 |
|
|
2020
Q4 | $3.1M | Sell |
23,363
-8,689
| -27% | -$1.15M | 0.65% | 7 |
|
|
2020
Q3 | $3.71M | Buy |
32,052
+23,984
| +297% | +$2.78M | 0.94% | 6 |
|
|
2020
Q2 | $2.94M | Sell |
8,068
-1,453
| -15% | -$530K | 0.85% | 6 |
|
|
2020
Q1 | $2.42M | Sell |
9,521
-644
| -6% | -$164K | 1.55% | 3 |
|
|
2019
Q4 | $2.99M | Sell |
10,165
-818
| -7% | -$240K | 8.99% | 2 |
|
|
2019
Q3 | $2.46M | Buy |
10,983
+19
| +0.2% | +$4.26K | 7.14% | 3 |
|
|
2019
Q2 | $2.17M | Buy |
10,964
+3,675
| +50% | +$727K | 6.84% | 4 |
|
|
2019
Q1 | $1.39M | Buy |
7,289
+1,029
| +16% | +$196K | 7.97% | 4 |
|
|
2018
Q4 | $987K | Sell |
6,260
-8,211
| -57% | -$1.29M | 5.87% | 6 |
|
|
2018
Q3 | $3.27M | Buy |
14,471
+540
| +4% | +$122K | 11.05% | 2 |
|
|
2018
Q2 | $2.58M | Sell |
13,931
-12,883
| -48% | -$2.38M | 8.28% | 3 |
|
|
2018
Q1 | $4.5M | Buy |
26,814
+2,276
| +9% | +$382K | 2.16% | 11 |
|
|
2017
Q4 | $4.15M | Sell |
24,538
-1,025
| -4% | -$173K | 2.22% | 12 |
|
|
2017
Q3 | $3.94M | Sell |
25,563
-90
| -0.4% | -$13.9K | 2.62% | 10 |
|
|
2017
Q2 | $3.69M | Buy |
25,653
+6,951
| +37% | +$1M | 2.53% | 9 |
|
|
2017
Q1 | $2.69M | Buy |
18,702
+149
| +0.8% | +$21.4K | 1.82% | 11 |
|
|
2016
Q4 | $2.15M | Buy |
18,553
+5,144
| +38% | +$596K | 1.21% | 15 |
|
|
2016
Q3 | $1.52M | Buy |
+13,409
| New | +$1.52M | 0.94% | 16 |
|