Ancora Family Wealth Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$8.52M Buy
301,356
+36,504
+14% +$1.03M 2.9% 3
2016
Q2
$6.33M Buy
264,852
+17,364
+7% +$415K 2.4% 5
2016
Q1
$6.74M Buy
247,488
+25,600
+12% +$697K 2.75% 3
2015
Q4
$5.84M Buy
221,888
+1,100
+0.5% +$28.9K 2.5% 3
2015
Q3
$6.09M Buy
+220,788
New +$6.09M 2.54% 3