Bush ODonnell Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,780
| Closed | -$388K | – | 50 |
|
|
2017
Q2 | $388K | Hold |
10,780
| – | – | 0.24% | 44 |
|
|
2017
Q1 | $387K | Hold |
10,780
| – | – | 0.24% | 44 |
|
|
2016
Q4 | $312K | Hold |
10,780
| – | – | 0.21% | 44 |
|
|
2016
Q3 | $305K | Buy |
10,780
+2,100
| +24% | +$59.4K | 0.2% | 44 |
|
|
2016
Q2 | $207K | Buy |
+8,680
| New | +$207K | 0.14% | 47 |
|
|
2015
Q4 | – | Sell |
-7,280
| Closed | -$201K | – | 45 |
|
|
2015
Q3 | $201K | Buy |
+7,280
| New | +$201K | 0.14% | 44 |
|