WU
Wealthsimple US’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,730
| Closed | -$230K | – | 24 |
|
|
2020
Q4 | $230K | Sell |
1,730
-1,533
| -47% | -$204K | 0.13% | 24 |
|
|
2020
Q3 | $378K | Buy |
3,263
+2,340
| +254% | +$271K | 0.25% | 16 |
|
|
2020
Q2 | $337K | Sell |
923
-46
| -5% | -$16.8K | 0.26% | 27 |
|
|
2020
Q1 | $246K | Buy |
969
+51
| +6% | +$12.9K | 0.22% | 27 |
|
|
2019
Q4 | $269K | Buy |
+918
| New | +$269K | 0.21% | 27 |
|