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Roger Wittlin Investment Advisory’s Apple AAPL Stock Holding History

Roger Wittlin Investment Advisory’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,618
Closed -$377K – 44
2024
Q3 		$377K Hold
1,618
– – 0.22% 36
2024
Q2 		$341K Hold
1,618
– – 0.22% 34
2024
Q1 		$277K Buy
+1,618
New +$277K 0.19% 37