BWM
Braver Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $9.71M | Buy |
83,873
+1,522
| +2% | +$176K | 1.58% | 13 |
|
|
2016
Q3 | $9.31M | Sell |
82,351
-5,046
| -6% | -$570K | 1.56% | 17 |
|
|
2016
Q2 | $8.36M | Sell |
87,397
-7,537
| -8% | -$721K | 1.43% | 18 |
|
|
2016
Q1 | $10.3M | Buy |
94,934
+38,610
| +69% | +$4.21M | 1.7% | 14 |
|
|
2015
Q4 | $5.93M | Buy |
56,324
+586
| +1% | +$61.7K | 1.22% | 20 |
|
|
2015
Q3 | $6.15M | Buy |
55,738
+12,931
| +30% | +$1.43M | 1.53% | 15 |
|
|
2015
Q2 | $5.37M | Sell |
42,807
-3,704
| -8% | -$465K | 1.31% | 18 |
|
|
2015
Q1 | $5.79M | Sell |
46,511
-2,178
| -4% | -$271K | 1.19% | 19 |
|
|
2014
Q4 | $5.37M | Buy |
48,689
+9,057
| +23% | +$1,000K | 1.1% | 21 |
|
|
2014
Q3 | $3.99M | Sell |
39,632
-421
| -1% | -$42.4K | 1.2% | 19 |
|
|
2014
Q2 | $3.72M | Buy |
40,053
+34,412
| +610% | +$3.2M | 0.96% | 23 |
|
|
2014
Q1 | $3.03M | Buy |
5,641
+118
| +2% | +$63.3K | 0.87% | 22 |
|
|
2013
Q4 | $3.1M | Sell |
5,523
-540
| -9% | -$303K | 1.07% | 18 |
|
|
2013
Q3 | $2.89M | Buy |
6,063
+343
| +6% | +$164K | 1% | 19 |
|
|
2013
Q2 | $2.27M | Buy |
+5,720
| New | +$2.27M | 1.04% | 17 |
|