BA
Broadview Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,000
| Closed | -$760K | – | 71 |
|
|
2019
Q1 | $760K | Hold |
4,000
| – | – | 0.21% | 70 |
|
|
2018
Q4 | $631K | Buy |
+4,000
| New | +$631K | 0.18% | 67 |
|
|
2014
Q4 | – | Sell |
-9,100
| Closed | -$917K | – | 95 |
|
|
2014
Q3 | $917K | Sell |
9,100
-350
| -4% | -$35.3K | 0.1% | 79 |
|
|
2014
Q2 | $878K | Buy |
9,450
+7,900
| +510% | +$734K | 0.09% | 86 |
|
|
2014
Q1 | $832K | Sell |
1,550
-100
| -6% | -$53.7K | 0.08% | 91 |
|
|
2013
Q4 | $926K | Hold |
1,650
| – | – | 0.1% | 83 |
|
|
2013
Q3 | $787K | Hold |
1,650
| – | – | 0.09% | 94 |
|
|
2013
Q2 | $654K | Buy |
+1,650
| New | +$654K | 0.09% | 92 |
|