SFG
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SageGuard Financial Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-71,805
Closed -$9.83M 16
2021
Q2
$9.83M Sell
71,805
-17,457
-20% -$2.39M 4.46% 4
2021
Q1
$10.9M Buy
89,262
+13,916
+18% +$1.7M 5.08% 3
2020
Q4
$10M Buy
+75,346
New +$10M 4.83% 4