BW
Biegel & Waller’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $1.55M | Buy |
6,913
+407
| +6% | +$91.1K | 0.87% | 20 |
|
2019
Q2 | $1.29M | Sell |
6,506
-58
| -0.9% | -$11.5K | 0.66% | 25 |
|
2019
Q1 | $1.25M | Sell |
6,564
-18
| -0.3% | -$3.42K | 0.64% | 24 |
|
2018
Q4 | $1.04M | Sell |
6,582
-299
| -4% | -$47.2K | 0.61% | 25 |
|
2018
Q3 | $1.55M | Buy |
6,881
+1,433
| +26% | +$323K | 0.9% | 20 |
|
2018
Q2 | $1.01M | Buy |
5,448
+167
| +3% | +$30.9K | 0.63% | 18 |
|
2018
Q1 | $886K | Buy |
5,281
+149
| +3% | +$25K | 0.56% | 17 |
|
2017
Q4 | $868K | Sell |
5,132
-254
| -5% | -$43K | 0.5% | 18 |
|
2017
Q3 | $830K | Buy |
5,386
+140
| +3% | +$21.6K | 0.52% | 17 |
|
2017
Q2 | $756K | Sell |
5,246
-619
| -11% | -$89.2K | 0.46% | 18 |
|
2017
Q1 | $843K | Buy |
5,865
+105
| +2% | +$15.1K | 0.58% | 15 |
|
2016
Q4 | $700K | Buy |
+5,760
| New | +$700K | 0.49% | 15 |
|