WA
Wheatland Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $272K | Buy |
+747
| New | +$272K | 1.13% | 31 |
|
|
2020
Q1 | – | Sell |
-765
| Closed | -$225K | – | 37 |
|
|
2019
Q4 | $225K | Sell |
765
-515
| -40% | -$151K | 0.29% | 84 |
|
|
2019
Q3 | $287K | Sell |
1,280
-565
| -31% | -$127K | 0.26% | 81 |
|
|
2019
Q2 | $365K | Hold |
1,845
| – | – | 0.28% | 78 |
|
|
2019
Q1 | $350K | Buy |
+1,845
| New | +$350K | 0.27% | 80 |
|