SA
Syntax Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $474K | Buy |
2,768
+62
| +2% | +$10.6K | 0.42% | 25 |
|
|
2023
Q2 | $525K | Sell |
2,706
-720
| -21% | -$140K | 0.42% | 16 |
|
|
2023
Q1 | $565K | Sell |
3,426
-175
| -5% | -$28.9K | 0.43% | 12 |
|
|
2022
Q4 | $468K | Buy |
3,601
+133
| +4% | +$17.3K | 0.39% | 39 |
|
|
2022
Q3 | $479K | Sell |
3,468
-250
| -7% | -$34.5K | 0.41% | 32 |
|
|
2022
Q2 | $508K | Buy |
3,718
+564
| +18% | +$77.1K | 0.43% | 25 |
|
|
2022
Q1 | $551K | Buy |
3,154
+79
| +3% | +$13.8K | 0.46% | 13 |
|
|
2021
Q4 | $546K | Buy |
+3,075
| New | +$546K | 0.4% | 41 |
|