SJIA
St. James Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $30.6K | Buy |
236
+117
| +98% | +$15.2K | 0.06% | 74 |
|
|
2022
Q3 | $16K | Sell |
119
-30
| -20% | -$4.03K | 0.03% | 83 |
|
|
2022
Q2 | $20K | Sell |
149
-175
| -54% | -$23.5K | 0.04% | 82 |
|
|
2022
Q1 | $57K | Hold |
324
| – | – | 0.05% | 49 |
|
|
2021
Q4 | $57K | Buy |
+324
| New | +$57K | 0.04% | 70 |
|