CAROLINA WEALTH ADVISORS, LLC – Apple Inc. Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$540,000
portfolio value
CAROLINA WEALTH ADVISORS, 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 | Decrease | -0.31% | -12 shares | 4K | $138.2 | 3.90K |
| Q2 2022 | share | Increase | +0.64% | 25 shares | -144K | $136.72 | 3.92K |
| Q1 2022 | share | Decrease | -0.26% | -10 shares | -14K | $174.61 | 3.89K |
| Q4 2021 | share | 0.00% | 0 shares | 141K | $178.2 | 3.90K | |
| Q3 2021 | share | Increase | +4.97% | 185 shares | 43K | $141.29 | 3.90K |
| Q2 2021 | share | Decrease | -1.90% | -72 shares | 47K | $136.56 | 3.72K |
| Q1 2021 | share | Increase | +5.19% | 187 shares | -15K | $121.58 | 3.79K |
| Q4 2020 | share | Increase | +4.58% | 158 shares | 79K | $131.88 | 3.60K |
| Q3 2020 | share | Increase | +5.77% | 188 shares | 102K | $114.9 | 3.44K |
| Q2 2020 | share | Increase | +0.25% | 8 shares | 90K | $90.32 | 3.26K |
| Q1 2020 | share | Increase | +4.23% | 132 shares | -22K | $62.79 | 3.25K |
| Q4 2019 | share | Increase | 0.00% | 3.12K shares | 229K | $72.34 | 3.12K |