Treybourne Wealth Planners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.04M Buy
7,562
+56
+0.7% +$7.67K 0.64% 17
2021
Q1
$917K Buy
7,506
+1,105
+17% +$135K 0.64% 16
2020
Q4
$849K Buy
+6,401
New +$849K 0.61% 19