TP
Truvvo Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.03M | Buy |
7,466
+3
| +0% | +$415 | 19.79% | 2 |
|
|
2022
Q2 | $1.02M | Sell |
7,463
-2,935
| -28% | -$401K | 17.03% | 2 |
|
|
2022
Q1 | $1.81M | Buy |
10,398
+2,943
| +39% | +$513K | 28.51% | 1 |
|
|
2021
Q4 | $1.32M | Sell |
7,455
-3,828
| -34% | -$680K | 14.11% | 3 |
|
|
2021
Q3 | $1.6M | Buy |
11,283
+431
| +4% | +$61K | 1.11% | 9 |
|
|
2021
Q2 | $1.49M | Sell |
10,852
-2,484
| -19% | -$340K | 1.02% | 8 |
|
|
2021
Q1 | $1.63M | Buy |
13,336
+4
| +0% | +$489 | 1.24% | 8 |
|
|
2020
Q4 | $1.77M | Buy |
13,332
+4
| +0% | +$531 | 1.18% | 9 |
|
|
2020
Q3 | $1.54M | Buy |
13,328
+9,997
| +300% | +$1.16M | 1.19% | 9 |
|
|
2020
Q2 | $1.22M | Buy |
3,331
+638
| +24% | +$233K | 0.95% | 11 |
|
|
2020
Q1 | $685K | Buy |
2,693
+1,336
| +98% | +$340K | 0.63% | 14 |
|
|
2019
Q4 | $399K | Sell |
1,357
-78
| -5% | -$22.9K | 0.21% | 21 |
|
|
2019
Q3 | $322K | Hold |
1,435
| – | – | 0.18% | 33 |
|
|
2019
Q2 | $284K | Buy |
+1,435
| New | +$284K | 0.16% | 38 |
|
|
2019
Q1 | – | Sell |
-1,435
| Closed | -$226K | – | 17 |
|
|
2018
Q4 | $226K | Hold |
1,435
| – | – | 0.16% | 37 |
|
|
2018
Q3 | $324K | Hold |
1,435
| – | – | 0.2% | 42 |
|
|
2018
Q2 | $266K | Hold |
1,435
| – | – | 0.18% | 45 |
|
|
2018
Q1 | $240K | Hold |
1,435
| – | – | 0.09% | 87 |
|
|
2017
Q4 | $242K | Hold |
1,435
| – | – | 0.08% | 121 |
|
|
2017
Q3 | $221K | Hold |
1,435
| – | – | 0.07% | 122 |
|
|
2017
Q2 | $207K | Hold |
1,435
| – | – | 0.07% | 122 |
|
|
2017
Q1 | $207K | Buy |
+1,435
| New | +$207K | 0.09% | 111 |
|
|
2016
Q4 | – | Sell |
-2,170
| Closed | -$245K | – | 122 |
|
|
2016
Q3 | $245K | Buy |
+2,170
| New | +$245K | 0.11% | 116 |
|