1919 Variable Socially Responsive Balanced Fund AAPL Holdings History
1919 Variable Socially Responsive Balanced Fund's Apple Inc Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 8,017.00 shares of Apple Inc(AAPL), totaling $1.54 Mil. This investment constitutes 6.1% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. In addition, there have been 9 sales at an average price of $134.87 for 8,463.00 shares. Based on historical transaction data and AAPL's current price of $211.16, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his AAPL holdings is $1.62 Mil, reflecting a 133.86% gain to date.
1919 Variable Socially Responsive Balanced Fund AAPL ($211.16) Holding Chart
1919 Variable Socially Responsive Balanced Fund AAPL ($211.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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