TCWA
Ten Capital Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.16M | Buy |
36,909
+22,297
| +153% | +$4.32M | 2.08% | 11 |
|
|
2023
Q1 | $2.41M | Buy |
14,612
+1,394
| +11% | +$230K | 0.78% | 18 |
|
|
2022
Q4 | $1.72M | Buy |
13,218
+1,345
| +11% | +$175K | 0.69% | 25 |
|
|
2022
Q3 | $1.64M | Buy |
11,873
+1,033
| +10% | +$143K | 0.75% | 26 |
|
|
2022
Q2 | $1.48M | Sell |
10,840
-290
| -3% | -$39.6K | 0.64% | 27 |
|
|
2022
Q1 | $1.94M | Buy |
11,130
+879
| +9% | +$153K | 0.81% | 26 |
|
|
2021
Q4 | $1.82M | Buy |
10,251
+700
| +7% | +$124K | 0.74% | 26 |
|
|
2021
Q3 | $1.35M | Sell |
9,551
-22,459
| -70% | -$3.18M | 0.63% | 27 |
|
|
2021
Q2 | $4.38M | Sell |
32,010
-1,499
| -4% | -$205K | 0.99% | 28 |
|
|
2021
Q1 | $4.09M | Sell |
33,509
-2,193
| -6% | -$268K | 1% | 28 |
|
|
2020
Q4 | $4.74M | Sell |
35,702
-615
| -2% | -$81.6K | 1.32% | 25 |
|
|
2020
Q3 | $4.21M | Buy |
+36,317
| New | +$4.21M | 1.42% | 25 |
|