Rockwood Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,414
Closed -$1.63M 68
2023
Q2
$1.63M Buy
+8,414
New +$1.63M 0.28% 23
2022
Q1
Sell
-39,401
Closed -$7M 74
2021
Q4
$7M Buy
+39,401
New +$7M 3.11% 2