BPWA
Beacon Pointe Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $15.9M | Buy |
54,089
+10,021
| +23% | +$2.94M | 2.93% | 7 |
|
|
2019
Q3 | $9.87M | Sell |
44,068
-17,958
| -29% | -$4.02M | 2.08% | 11 |
|
|
2019
Q2 | $12.3M | Buy |
62,026
+381
| +0.6% | +$75.4K | 2.6% | 8 |
|
|
2019
Q1 | $11.7M | Buy |
61,645
+12,147
| +25% | +$2.31M | 2.67% | 7 |
|
|
2018
Q4 | $7.82M | Buy |
+49,498
| New | +$7.82M | 2.82% | 6 |
|