Beach Investment Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$1.22M Buy
2019
Q2
Sell
2019
Q1
$777K Buy
2018
Q4
$443K Sell
2018
Q3
$1.31M Hold
2018
Q2
$1.08M Sell
2018
Q1
$1.34M Sell
2017
Q4
$1.81M Buy
2017
Q3
$1.26M Sell
2017
Q2
$1.59M Hold
2017
Q1
$1.58M Buy
2016
Q2
Sell
2016
Q1
$1.61M Buy
2015
Q4
$317K Buy
2015
Q3
Sell
2015
Q2
$3.4M Sell
2015
Q1
$4.62M Sell
2014
Q4
$4.52M Buy
2014
Q3
$3.75M Buy
2014
Q2
$2.78M Buy