Number of Shares
8,017.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
6.1%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
134.71%

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 $212.44, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his AAPL holdings is $1.63 Mil, reflecting a 134.71% gain to date.

1919 Variable Socially Responsive Balanced Fund AAPL ($212.44) Holding Chart

1919 Variable Socially Responsive Balanced Fund AAPL ($212.44) 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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