WEPOG
Wealth Enhancement & Preservation of GA’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.07M | Buy |
5,500
+260
| +5% | +$50.4K | 1.02% | 13 |
|
|
2023
Q1 | $864K | Buy |
5,240
+293
| +6% | +$48.3K | 1.04% | 16 |
|
|
2022
Q4 | $643K | Buy |
4,947
+1,057
| +27% | +$137K | 1.05% | 22 |
|
|
2022
Q3 | $538K | Sell |
3,890
-5,470
| -58% | -$757K | 0.86% | 23 |
|
|
2022
Q2 | $1.31M | Sell |
9,360
-698
| -7% | -$97.8K | 1.39% | 16 |
|
|
2022
Q1 | $1.76M | Buy |
10,058
+79
| +0.8% | +$13.8K | 1.35% | 16 |
|
|
2021
Q4 | $1.77M | Buy |
9,979
+91
| +0.9% | +$16.2K | 1.19% | 16 |
|
|
2021
Q3 | $1.4M | Buy |
9,888
+426
| +5% | +$60.3K | 1.08% | 19 |
|
|
2021
Q2 | $1.3M | Buy |
9,462
+1,375
| +17% | +$188K | 0.95% | 24 |
|
|
2021
Q1 | $1.09M | Buy |
8,087
+119
| +1% | +$16K | 0.84% | 27 |
|
|
2020
Q4 | $1.06M | Sell |
7,968
-7,391
| -48% | -$980K | 0.91% | 22 |
|
|
2020
Q3 | $1.78M | Buy |
15,359
+13,512
| +732% | +$1.57M | 1.84% | 13 |
|
|
2020
Q2 | $639K | Sell |
1,847
-901
| -33% | -$312K | 0.79% | 21 |
|
|
2020
Q1 | $712K | Sell |
2,748
-4,113
| -60% | -$1.07M | 0.68% | 16 |
|
|
2019
Q4 | $2.02M | Buy |
+6,861
| New | +$2.02M | 1.03% | 10 |
|