Stewardship Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $950K | Sell |
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|
2020
Q1 | $665K | Buy |
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|
2019
Q4 | $729K | Hold |
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|
2019
Q3 | $556K | Sell |
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|
2019
Q2 | $596K | Sell |
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|
2019
Q1 | $576K | Sell |
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|
2018
Q4 | $514K | Buy |
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|
2018
Q3 | $589K | Sell |
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|
2018
Q2 | $497K | Buy |
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|
2018
Q1 | $444K | Buy |
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|
2017
Q4 | $368K | Buy |
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|
2017
Q3 | $200K | Buy |
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