Transparent Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $318K | Buy |
1,927
+2
| +0.1% | +$330 | 0.23% | 26 |
|
|
2022
Q4 | $250K | Sell |
1,925
-148
| -7% | -$19.2K | 0.2% | 29 |
|
|
2022
Q3 | $287K | Sell |
2,073
-57
| -3% | -$7.89K | 0.24% | 25 |
|
|
2022
Q2 | $291K | Buy |
+2,130
| New | +$291K | 0.26% | 23 |
|
|
2022
Q1 | – | Sell |
-2,902
| Closed | -$515K | – | 40 |
|
|
2021
Q4 | $515K | Buy |
+2,902
| New | +$515K | 0.39% | 17 |
|