Southern Wealth Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,800	Closed	-$529K	–	53
2020 Q2	$529K	Buy	5,800 +460	+9%	+$42K	0.1%	42
2020 Q1	$340K	Sell	5,340 -1,380	-21%	-$87.9K	0.07%	43
2019 Q4	$493K	Buy	+6,720	New	+$493K	0.09%	42