Shaker Financial Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,100
Closed -$212K 158
2023
Q4
$212K Buy
+1,100
New +$212K 0.09% 143
2023
Q3
Sell
-1,100
Closed -$213K 156
2023
Q2
$213K Buy
+1,100
New +$213K 0.09% 144