Strategic Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.79M | Hold |
15,723
| – | – | 1.38% | 28 |
|
|
2021
Q3 | $2.23M | Buy |
15,723
+2,925
| +23% | +$414K | 1.16% | 33 |
|
|
2021
Q2 | $1.75M | Buy |
+12,798
| New | +$1.75M | 0.95% | 37 |
|
|
2015
Q3 | – | Sell |
-8,960
| Closed | -$281K | – | 12 |
|
|
2015
Q2 | $281K | Hold |
8,960
| – | – | 0.33% | 41 |
|
|
2015
Q1 | $279K | Sell |
8,960
-540
| -6% | -$16.8K | 0.28% | 42 |
|
|
2014
Q4 | $262K | Buy |
9,500
+1,380
| +17% | +$38.1K | 0.26% | 45 |
|
|
2014
Q3 | $205K | Buy |
+8,120
| New | +$205K | 0.21% | 45 |
|