WCA
Windsor Creek Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Hold |
0
| – | – | – | 82 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 100 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 118 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 99 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 105 |
|
|
2019
Q2 | – | Sell |
-4,000
| Closed | -$760K | – | 106 |
|
|
2019
Q1 | $760K | Sell |
4,000
-3,400
| -46% | -$646K | 0.2% | 64 |
|
|
2018
Q4 | $1.17M | Buy |
+7,400
| New | +$1.17M | 0.37% | 44 |
|