WealthStone’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-87,111
| Closed | -$11.6M | – | 277 |
|
|
2020
Q4 | $11.6M | Buy |
87,111
+1,880
| +2% | +$249K | 4.1% | 5 |
|
|
2020
Q3 | $9.87M | Buy |
85,231
+43,539
| +104% | +$5.04M | 4.51% | 5 |
|
|
2020
Q2 | $3.8M | Buy |
41,692
+28,744
| +222% | +$2.62M | 1.81% | 9 |
|
|
2020
Q1 | $823K | Buy |
12,948
+6,764
| +109% | +$430K | 0.83% | 13 |
|
|
2019
Q4 | $450K | Sell |
6,184
-32,908
| -84% | -$2.39M | 0.27% | 23 |
|
|
2019
Q3 | $2.19M | Buy |
39,092
+276
| +0.7% | +$15.5K | 1.16% | 15 |
|
|
2019
Q2 | $1.92M | Buy |
+38,816
| New | +$1.92M | 0.86% | 22 |
|