South Shore Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3M | Buy |
21,740
+76
| +0.4% | +$10.5K | 6.99% | 2 |
|
|
2022
Q2 | $2.96M | Sell |
21,664
-135
| -0.6% | -$18.5K | 6.19% | 2 |
|
|
2022
Q1 | $3.81M | Sell |
21,799
-689
| -3% | -$120K | 6.2% | 2 |
|
|
2021
Q4 | $3.99M | Buy |
22,488
+1,047
| +5% | +$186K | 6.52% | 2 |
|
|
2021
Q3 | $3.04M | Buy |
21,441
+200
| +0.9% | +$28.3K | 5.5% | 3 |
|
|
2021
Q2 | $2.91M | Sell |
21,241
-35,461
| -63% | -$4.86M | 5.15% | 3 |
|
|
2021
Q1 | $6.93M | Sell |
56,702
-1,561
| -3% | -$191K | 6.89% | 1 |
|
|
2020
Q4 | $7.73M | Buy |
+58,263
| New | +$7.73M | 7.65% | 1 |
|