Stewardship Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.25M | Sell |
10,220
-378
| -4% | -$46.2K | 0.43% | 30 |
|
|
2020
Q4 | $1.41M | Buy |
10,598
+48
| +0.5% | +$6.37K | 0.51% | 28 |
|
|
2020
Q3 | $1.22M | Buy |
10,550
+130
| +1% | +$15.1K | 0.51% | 29 |
|
|
2020
Q2 | $950K | Sell |
10,420
-36
| -0.3% | -$3.28K | 0.42% | 29 |
|
|
2020
Q1 | $665K | Buy |
10,456
+524
| +5% | +$33.3K | 0.34% | 31 |
|
|
2019
Q4 | $729K | Hold |
9,932
| – | – | 0.27% | 34 |
|
|
2019
Q3 | $556K | Sell |
9,932
-2,112
| -18% | -$118K | 0.23% | 36 |
|
|
2019
Q2 | $596K | Sell |
12,044
-84
| -0.7% | -$4.16K | 0.26% | 35 |
|
|
2019
Q1 | $576K | Sell |
12,128
-904
| -7% | -$42.9K | 0.27% | 36 |
|
|
2018
Q4 | $514K | Buy |
13,032
+2,600
| +25% | +$103K | 0.26% | 35 |
|
|
2018
Q3 | $589K | Sell |
10,432
-312
| -3% | -$17.6K | 0.28% | 35 |
|
|
2018
Q2 | $497K | Buy |
10,744
+160
| +2% | +$7.4K | 0.25% | 36 |
|
|
2018
Q1 | $444K | Buy |
10,584
+1,896
| +22% | +$79.5K | 0.22% | 39 |
|
|
2017
Q4 | $368K | Buy |
8,688
+3,504
| +68% | +$148K | 0.19% | 39 |
|
|
2017
Q3 | $200K | Buy |
+5,184
| New | +$200K | 0.12% | 42 |
|