ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – Apple Inc. Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$1.05M
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC quarter portfolio value change:
+1.08%
quarter
Apple Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.16% | 12 shares | 13K | $138.2 | 7.63K |
| Q2 2022 | share | Decrease | -4.32% | -344 shares | -349K | $136.72 | 7.62K |
| Q1 2022 | share | Increase | +4.39% | 335 shares | 36K | $174.61 | 7.96K |
| Q4 2021 | share | 0.00% | 0 shares | 275K | $178.2 | 7.62K | |
| Q3 2021 | share | 0.00% | 0 shares | 35K | $141.29 | 7.62K | |
| Q2 2021 | share | Decrease | -8.02% | -665 shares | 32K | $136.56 | 7.62K |
| Q1 2021 | share | Increase | +4.78% | 378 shares | -37K | $121.58 | 8.29K |
| Q4 2020 | share | Increase | +28.17% | 1.74K shares | 335K | $131.88 | 7.91K |
| Q3 2020 | share | Decrease | -11.47% | -800 shares | 79K | $114.9 | 6.17K |
| Q2 2020 | share | Increase | +6.08% | 400 shares | 218K | $90.32 | 6.97K |
| Q1 2020 | share | 0.00% | 0 shares | -65K | $62.79 | 6.57K | |
| Q4 2019 | share | Increase | +0.98% | 64 shares | 118K | $72.34 | 6.57K |
| Q3 2019 | share | Increase | +3.10% | 196 shares | 52K | $55.01 | 6.51K |
| Q2 2019 | share | Increase | +1.81% | 112 shares | 18K | $48.43 | 6.31K |
| Q1 2019 | share | 0.00% | 0 shares | 50K | $46.29 | 6.20K | |
| Q4 2018 | share | Increase | 0.00% | 6.20K shares | 245K | $38.28 | 6.20K |