Carter Financial Group, INC. AAPL Holdings History
Number of Shares
16,922.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
3.96%
Total Estimate Gain
$726,799.90
% of Total Estimate Gain
25.53%
Carter Financial Group, INC.'s Apple Inc Holding Summary
As of 2022-03-31, Carter Financial Group, INC. held 16,922.00 shares of Apple Inc(AAPL), totaling $2.96 Mil. This investment constitutes 3.96% of their stock portfolio, and Carter Financial Group, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. Based on historical transaction data and AAPL's current price of $211.18, Carter Financial Group, INC.'s estimated gain on his AAPL holdings is $726,799.90, reflecting a 25.53% gain to date.
Carter Financial Group, INC. AAPL ($211.18) Holding Chart
Carter Financial Group, INC. AAPL ($211.18) 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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