Vericrest Private Wealth’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$3.97M Buy
29,058
+364
+1% +$49.8K 4.87% 4
2022
Q1
$5.01M Sell
28,694
-476
-2% -$83.1K 5.21% 4
2021
Q4
$5.18M Buy
+29,170
New +$5.18M 4.8% 4