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SWM Advisors’s Apple AAPL Stock Holding History

SWM Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$588K Hold
4,256
– – 0.55% 10
2022
Q2 		$582K Hold
4,256
– – 0.53% 11
2022
Q1 		$743K Hold
4,256
– – 0.58% 11
2021
Q4 		$750K Buy
+4,256
New +$750K 0.66% 10