Strategic Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$2.79M Hold
2021
Q3
$2.23M Buy
2021
Q2
$1.75M Buy
2015
Q3
Sell
2015
Q2
$281K Hold
2015
Q1
$279K Sell
2014
Q4
$262K Buy
2014
Q3
$205K Buy