Strategic Wealth Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $10.4M | Sell |
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|
2020
Q4 | $11.5M | Sell |
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|
2020
Q3 | $10.2M | Buy |
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|
2020
Q2 | $7.02M | Buy |
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|
2020
Q1 | $4.85M | Buy |
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|
2019
Q4 | $5.43M | Buy |
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|
2019
Q3 | $4.08M | Buy |
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|
2019
Q2 | $3.6M | Buy |
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|
2019
Q1 | $3.3M | Sell |
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|
2018
Q4 | $2.79M | Buy |
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