Arthur Zaske & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-13,436
| Closed | -$484K | – | 90 |
|
2017
Q2 | $484K | Sell |
13,436
-1,844
| -12% | -$66.4K | 0.43% | 21 |
|
2017
Q1 | $549K | Sell |
15,280
-139,200
| -90% | -$5M | 0.39% | 18 |
|
2016
Q4 | $4.47M | Buy |
154,480
+3,512
| +2% | +$102K | 3.24% | 5 |
|
2016
Q3 | $4.27M | Buy |
+150,968
| New | +$4.27M | 6.35% | 4 |
|