TVWM
Tower View Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-34,009
| Closed | -$5.94M | – | 157 |
|
|
2022
Q1 | $5.94M | Sell |
34,009
-152
| -0.4% | -$26.5K | 3.19% | 1 |
|
|
2021
Q4 | $6.07M | Buy |
34,161
+27
| +0.1% | +$4.79K | 3.09% | 4 |
|
|
2021
Q3 | $4.83M | Sell |
34,134
-77
| -0.2% | -$10.9K | 2.68% | 5 |
|
|
2021
Q2 | $4.69M | Sell |
34,211
-633
| -2% | -$86.7K | 2.37% | 9 |
|
|
2021
Q1 | $4.26M | Sell |
34,844
-400
| -1% | -$48.9K | 2.33% | 8 |
|
|
2020
Q4 | $4.68M | Buy |
35,244
+4,043
| +13% | +$536K | 2.66% | 3 |
|
|
2020
Q3 | $3.61M | Buy |
31,201
+21,414
| +219% | +$2.48M | 2.35% | 13 |
|
|
2020
Q2 | $3.57M | Sell |
9,787
-548
| -5% | -$200K | 2.61% | 10 |
|
|
2020
Q1 | $2.63M | Sell |
10,335
-724
| -7% | -$184K | 2.37% | 13 |
|
|
2019
Q4 | $3.25M | Sell |
11,059
-480
| -4% | -$141K | 2.46% | 10 |
|
|
2019
Q3 | $2.58M | Buy |
11,539
+43
| +0.4% | +$9.63K | 2.13% | 22 |
|
|
2019
Q2 | $2.28M | Sell |
11,496
-3,042
| -21% | -$602K | 1.94% | 22 |
|
|
2019
Q1 | $2.76M | Buy |
14,538
+266
| +2% | +$50.5K | 2.45% | 12 |
|
|
2018
Q4 | $2.25M | Buy |
14,272
+1,296
| +10% | +$204K | 2.33% | 14 |
|
|
2018
Q3 | $2.93M | Sell |
12,976
-307
| -2% | -$69.3K | 2.56% | 7 |
|
|
2018
Q2 | $2.46M | Buy |
13,283
+211
| +2% | +$39.1K | 2.32% | 11 |
|
|
2018
Q1 | $2.19M | Sell |
13,072
-61
| -0.5% | -$10.2K | 2.19% | 14 |
|
|
2017
Q4 | $2.22M | Buy |
+13,133
| New | +$2.22M | 2.05% | 14 |
|