Number of Shares
7,239.00
Current Holdings Value*
$1.19 Mil
% of Portfolio
5.69%
Total Estimate Gain
$428,112.39
% of Total Estimate Gain
33.41%

SBH WORKPLACE EQUALITY FUND's Apple Inc Holding Summary

As of 2023-03-31, SBH WORKPLACE EQUALITY FUND held 7,239.00 shares of Apple Inc(AAPL), totaling $1.19 Mil. This investment constitutes 5.69% of their stock portfolio, and SBH WORKPLACE EQUALITY FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q2. And since then SBH WORKPLACE EQUALITY FUND has made 2 purchases of AAPL, at an average price of $154.13, for a total of 8,313.00 shares. In addition, there have been 2 sales at an average price of $146.53 for 1,074.00 shares. Based on historical transaction data and AAPL's current price of $214.40, SBH WORKPLACE EQUALITY FUND's estimated gain on his AAPL holdings is $428,112.39, reflecting a 33.41% gain to date.

SBH WORKPLACE EQUALITY FUND AAPL ($214.40) Holding Chart

SBH WORKPLACE EQUALITY FUND AAPL ($214.40) 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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