Belmont Global Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $275K | Hold |
9,716
| – | – | 0.26% | 43 |
|
|
2016
Q2 | $232K | Buy |
9,716
+784
| +9% | +$18.7K | 0.22% | 50 |
|
|
2016
Q1 | $243K | Sell |
8,932
-23,760
| -73% | -$646K | 0.25% | 39 |
|
|
2015
Q4 | $860K | Buy |
32,692
+16,000
| +96% | +$421K | 1.11% | 20 |
|
|
2015
Q3 | $460K | Buy |
16,692
+348
| +2% | +$9.59K | 0.78% | 40 |
|
|
2015
Q2 | $512K | Sell |
16,344
-37,936
| -70% | -$1.19M | 0.57% | 53 |
|
|
2015
Q1 | $1.69M | Sell |
54,280
-63,332
| -54% | -$1.97M | 1.72% | 14 |
|
|
2014
Q4 | $3.25M | Hold |
117,612
| – | – | 3.21% | 6 |
|
|
2014
Q3 | $2.96M | Buy |
117,612
+57,600
| +96% | +$1.45M | 2.32% | 10 |
|
|
2014
Q2 | $1.39M | Buy |
+60,012
| New | +$1.39M | 1.01% | 26 |
|