Wells Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-250
| Closed | -$35K | – | 65 |
|
|
2022
Q3 | $35K | Hold |
250
| – | – | 0.03% | 55 |
|
|
2022
Q2 | $34K | Hold |
250
| – | – | 0.03% | 48 |
|
|
2022
Q1 | $44K | Hold |
250
| – | – | 0.04% | 48 |
|
|
2021
Q4 | $44K | Hold |
250
| – | – | 0.04% | 51 |
|
|
2021
Q3 | $35K | Hold |
250
| – | – | 0.03% | 53 |
|
|
2021
Q2 | $34K | Hold |
250
| – | – | 0.03% | 53 |
|
|
2021
Q1 | $31K | Sell |
250
-2,270
| -90% | -$281K | 0.03% | 52 |
|
|
2020
Q4 | $334K | Buy |
+2,520
| New | +$334K | 0.29% | 31 |
|