Swaine & Leidel Wealth Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.61K | Buy |
+3,613
| New | +$3.61K | 2.78% | 20 |
|
|
2021
Q3 | $5.88M | Buy |
+41,531
| New | +$5.88M | 5.19% | 1 |
|
|
2021
Q1 | $3.61M | Buy |
29,577
+963
| +3% | +$118K | 2.33% | 26 |
|
|
2020
Q4 | $3.8M | Buy |
28,614
+4,698
| +20% | +$623K | 2.75% | 9 |
|
|
2020
Q3 | $2.77M | Sell |
23,916
-31,292
| -57% | -$3.62M | 2.7% | 21 |
|
|
2020
Q2 | $5.04M | Sell |
55,208
-32
| -0.1% | -$2.92K | 5.13% | 1 |
|
|
2020
Q1 | $3.51M | Sell |
55,240
-10,380
| -16% | -$660K | 3.64% | 1 |
|
|
2019
Q4 | $4.82M | Buy |
+65,620
| New | +$4.82M | 4.02% | 1 |
|
|
2019
Q2 | – | Sell |
-53,540
| Closed | -$2.54M | – | 62 |
|
|
2019
Q1 | $2.54M | Buy |
53,540
+8,992
| +20% | +$427K | 3.22% | 6 |
|
|
2018
Q4 | $1.9M | Buy |
+44,548
| New | +$1.9M | 3.02% | 4 |
|