Beacon Wealthcare Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $625K | Sell |
4,708
-165
| -3% | -$21.9K | 0.36% | 8 |
|
|
2020
Q3 | $564K | Sell |
4,873
-23
| -0.5% | -$2.66K | 0.35% | 8 |
|
|
2020
Q2 | $447K | Sell |
4,896
-132
| -3% | -$12.1K | 0.28% | 8 |
|
|
2020
Q1 | $320K | Sell |
5,028
-752
| -13% | -$47.9K | 0.23% | 9 |
|
|
2019
Q4 | $434K | Hold |
5,780
| – | – | 0.3% | 9 |
|
|
2019
Q3 | $324K | Buy |
5,780
+76
| +1% | +$4.26K | 0.23% | 9 |
|
|
2019
Q2 | $282K | Buy |
5,704
+56
| +1% | +$2.77K | 0.21% | 9 |
|
|
2019
Q1 | $268K | Sell |
5,648
-360
| -6% | -$17.1K | 0.22% | 9 |
|
|
2018
Q4 | $237K | Buy |
6,008
+284
| +5% | +$11.2K | 0.16% | 10 |
|
|
2018
Q3 | $323K | Hold |
5,724
| – | – | 0.29% | 8 |
|
|
2018
Q2 | $264K | Sell |
5,724
-8,000
| -58% | -$369K | 0.26% | 7 |
|
|
2018
Q1 | $576K | Buy |
13,724
+1,700
| +14% | +$71.3K | 0.59% | 7 |
|
|
2017
Q4 | $509K | Buy |
+12,024
| New | +$509K | 0.53% | 7 |
|