Wealth & Pension Services Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$872K Sell
15,580
-60
-0.4% -$3.36K 0.63% 45
2019
Q2
$774K Sell
15,640
-124
-0.8% -$6.14K 0.56% 50
2019
Q1
$749K Sell
15,764
-2,428
-13% -$115K 0.58% 49
2018
Q4
$717K Sell
18,192
-296
-2% -$11.7K 0.65% 46
2018
Q3
$1.04M Buy
+18,488
New +$1.04M 1.05% 26