AWS
Aris Wealth Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $183K | Sell |
1,661
-11,501
| -87% | -$1.27M | 0.38% | 42 |
|
|
2015
Q2 | $1.65M | Buy |
13,162
+964
| +8% | +$121K | 1.51% | 11 |
|
|
2015
Q1 | $1.52M | Buy |
12,198
+377
| +3% | +$46.9K | 1.42% | 10 |
|
|
2014
Q4 | $1.31M | Buy |
11,821
+70
| +0.6% | +$7.73K | 1.45% | 14 |
|
|
2014
Q3 | $1.18M | Buy |
11,751
+245
| +2% | +$24.7K | 1.47% | 11 |
|
|
2014
Q2 | $1.07M | Buy |
11,506
+9,979
| +654% | +$927K | 1.4% | 14 |
|
|
2014
Q1 | $820K | Sell |
1,527
-71
| -4% | -$38.1K | 1.2% | 15 |
|
|
2013
Q4 | $897K | Buy |
1,598
+8
| +0.5% | +$4.49K | 1.51% | 9 |
|
|
2013
Q3 | $758K | Buy |
1,590
+383
| +32% | +$183K | 1.39% | 11 |
|
|
2013
Q2 | $479K | Buy |
+1,207
| New | +$479K | 1.02% | 25 |
|