Strategic Wealth Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10.2M | Sell |
74,202
-10,649
| -13% | -$1.46M | 3.71% | 6 |
|
|
2021
Q1 | $10.4M | Sell |
84,851
-1,765
| -2% | -$216K | 3.96% | 6 |
|
|
2020
Q4 | $11.5M | Sell |
86,616
-1,502
| -2% | -$199K | 4.97% | 5 |
|
|
2020
Q3 | $10.2M | Buy |
88,118
+11,126
| +14% | +$1.29M | 4.96% | 5 |
|
|
2020
Q2 | $7.02M | Buy |
76,992
+772
| +1% | +$70.4K | 4.15% | 6 |
|
|
2020
Q1 | $4.85M | Buy |
76,220
+2,264
| +3% | +$144K | 3.61% | 6 |
|
|
2019
Q4 | $5.43M | Buy |
73,956
+1,172
| +2% | +$86K | 3.52% | 7 |
|
|
2019
Q3 | $4.08M | Buy |
72,784
+128
| +0.2% | +$7.17K | 2.93% | 7 |
|
|
2019
Q2 | $3.6M | Buy |
72,656
+3,076
| +4% | +$152K | 2.73% | 7 |
|
|
2019
Q1 | $3.3M | Sell |
69,580
-1,132
| -2% | -$53.8K | 2.71% | 8 |
|
|
2018
Q4 | $2.79M | Buy |
+70,712
| New | +$2.79M | 2.68% | 7 |
|