BIG
Bellwether Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $650K | Buy |
3,838
+372
| +11% | +$63K | 2.61% | 7 |
|
|
2017
Q3 | $534K | Buy |
3,466
+129
| +4% | +$19.9K | 2.51% | 8 |
|
|
2017
Q2 | $480K | Buy |
3,337
+82
| +3% | +$11.8K | 2.22% | 13 |
|
|
2017
Q1 | $468K | Sell |
3,255
-5,387
| -62% | -$775K | 1.23% | 12 |
|
|
2016
Q4 | $1M | Buy |
+8,642
| New | +$1M | 0.9% | 14 |
|
|
2016
Q2 | $1.21M | Buy |
+12,633
| New | +$1.21M | 1.32% | 12 |
|