TL
TrueWealth LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8.21M | Sell |
22,511
-2,658
| -11% | -$970K | 3.45% | 4 |
|
|
2020
Q1 | $6.4M | Buy |
25,169
+88
| +0.4% | +$22.4K | 3.12% | 4 |
|
|
2019
Q4 | $7.37M | Sell |
25,081
-366
| -1% | -$107K | 2.98% | 5 |
|
|
2019
Q3 | $5.7M | Sell |
25,447
-135
| -0.5% | -$30.2K | 2.46% | 7 |
|
|
2019
Q2 | $5.06M | Sell |
25,582
-808
| -3% | -$160K | 2.25% | 7 |
|
|
2019
Q1 | $5.01M | Buy |
26,390
+417
| +2% | +$79.2K | 2.32% | 7 |
|
|
2018
Q4 | $4.1M | Buy |
25,973
+1,757
| +7% | +$277K | 2.07% | 6 |
|
|
2018
Q3 | $5.47M | Sell |
24,216
-608
| -2% | -$137K | 2.51% | 7 |
|
|
2018
Q2 | $4.6M | Buy |
24,824
+224
| +0.9% | +$41.5K | 2.19% | 8 |
|
|
2018
Q1 | $4.13M | Sell |
24,600
-1,489
| -6% | -$250K | 2.08% | 9 |
|
|
2017
Q4 | $4.42M | Buy |
+26,089
| New | +$4.42M | 2.07% | 9 |
|