Series Y (StylePlus-Large Growth Series) AAPL Holdings History
Series Y (StylePlus-Large Growth Series)'s Apple Inc Holding Summary
As of 2024-09-30, Series Y (StylePlus-Large Growth Series) held 6,077.00 shares of Apple Inc(AAPL), totaling $1.42 Mil. This investment constitutes 11.11% of their stock portfolio, and Series Y (StylePlus-Large Growth Series) now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Series Y (StylePlus-Large Growth Series) has made 6 purchases of AAPL, at an average price of $159.95, for a total of 9,936.00 shares. In addition, there have been 6 sales at an average price of $168.72 for 3,859.00 shares. Based on historical transaction data and AAPL's current price of $209.28, Series Y (StylePlus-Large Growth Series)'s estimated gain on his AAPL holdings is $333,669.73, reflecting a 21.00% gain to date.
Series Y (StylePlus-Large Growth Series) AAPL ($209.28) Holding Chart
Series Y (StylePlus-Large Growth Series) AAPL ($209.28) 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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