American Economic Planning Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.85M | Sell |
33,628
-1,920
| -5% | -$106K | 0.5% | 20 |
|
|
2019
Q2 | $1.76M | Sell |
35,548
-3,400
| -9% | -$168K | 0.53% | 17 |
|
|
2019
Q1 | $1.85M | Buy |
38,948
+8,760
| +29% | +$416K | 0.58% | 17 |
|
|
2018
Q4 | $1.19M | Sell |
30,188
-356
| -1% | -$14K | 0.39% | 25 |
|
|
2018
Q3 | $1.72M | Buy |
30,544
+2,224
| +8% | +$126K | 0.61% | 14 |
|
|
2018
Q2 | $1.31M | Sell |
28,320
-5,096
| -15% | -$236K | 0.49% | 20 |
|
|
2018
Q1 | $1.4M | Sell |
33,416
-2,164
| -6% | -$90.8K | 0.51% | 19 |
|
|
2017
Q4 | $1.51M | Buy |
35,580
+2,788
| +9% | +$118K | 0.55% | 15 |
|
|
2017
Q3 | $1.26M | Sell |
32,792
-1,612
| -5% | -$62.1K | 0.48% | 17 |
|
|
2017
Q2 | $1.24M | Sell |
34,404
-5,916
| -15% | -$213K | 0.49% | 15 |
|
|
2017
Q1 | $1.45M | Sell |
40,320
-4,156
| -9% | -$149K | 0.58% | 13 |
|
|
2016
Q4 | $1.29M | Buy |
44,476
+15,220
| +52% | +$440K | 0.55% | 13 |
|
|
2016
Q3 | $826K | Sell |
29,256
-1,996
| -6% | -$56.4K | 0.33% | 23 |
|
|
2016
Q2 | $747K | Sell |
31,252
-4,292
| -12% | -$103K | 0.3% | 23 |
|
|
2016
Q1 | $969K | Buy |
35,544
+3,692
| +12% | +$101K | 0.39% | 17 |
|
|
2015
Q4 | $838K | Sell |
31,852
-92
| -0.3% | -$2.42K | 0.32% | 22 |
|
|
2015
Q3 | $881K | Buy |
31,944
+8,068
| +34% | +$223K | 0.39% | 17 |
|
|
2015
Q2 | $749K | Sell |
23,876
-1,240
| -5% | -$38.9K | 0.31% | 22 |
|
|
2015
Q1 | $781K | Buy |
25,116
+368
| +1% | +$11.4K | 0.3% | 20 |
|
|
2014
Q4 | $683K | Sell |
24,748
-88
| -0.4% | -$2.43K | 0.26% | 21 |
|
|
2014
Q3 | $626K | Buy |
24,836
+228
| +0.9% | +$5.75K | 0.25% | 20 |
|
|
2014
Q2 | $572K | Buy |
+24,608
| New | +$572K | 0.21% | 20 |
|