TRUADVICE’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.99M | Sell |
10,657
-2,007
| -16% | -$374K | 0.78% | 33 |
|
|
2023
Q2 | $2.25M | Buy |
12,664
+885
| +8% | +$157K | 0.83% | 32 |
|
|
2023
Q1 | $2M | Buy |
11,779
+826
| +8% | +$140K | 0.79% | 29 |
|
|
2022
Q4 | $1.49M | Buy |
10,953
+1,078
| +11% | +$147K | 0.78% | 30 |
|
|
2022
Q3 | $1.49M | Buy |
9,875
+4,039
| +69% | +$609K | 0.84% | 24 |
|
|
2022
Q2 | $968K | Buy |
5,836
+349
| +6% | +$57.9K | 0.51% | 42 |
|
|
2022
Q1 | $867K | Buy |
5,487
+649
| +13% | +$103K | 0.48% | 44 |
|
|
2021
Q4 | $846K | Sell |
4,838
-27
| -0.6% | -$4.72K | 0.79% | 33 |
|
|
2021
Q3 | $732K | Sell |
4,865
-69,412
| -93% | -$10.4M | 0.67% | 39 |
|
|
2021
Q2 | $10.9M | Buy |
74,277
+2,054
| +3% | +$301K | 2.38% | 7 |
|
|
2021
Q1 | $9.64M | Buy |
72,223
+17,946
| +33% | +$2.4M | 2.85% | 5 |
|
|
2020
Q4 | $7.71M | Buy |
54,277
+4,384
| +9% | +$623K | 2.35% | 6 |
|
|
2020
Q3 | $5.74M | Buy |
+49,893
| New | +$5.74M | 2.35% | 8 |
|