CJA
C-J Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.77M | Sell |
26,668
-13
| -0% | -$1.84K | 2% | 17 |
|
|
2021
Q2 | $3.65M | Buy |
26,681
+16,167
| +154% | +$2.21M | 1.96% | 17 |
|
|
2021
Q1 | $1.28M | Buy |
10,514
+6,364
| +153% | +$777K | 0.75% | 25 |
|
|
2020
Q4 | $550K | Buy |
4,150
+6
| +0.1% | +$795 | 0.34% | 27 |
|
|
2020
Q3 | $479K | Buy |
4,144
+3,110
| +301% | +$359K | 0.35% | 27 |
|
|
2020
Q2 | $376K | Buy |
1,034
+3
| +0.3% | +$1.09K | 0.28% | 27 |
|
|
2020
Q1 | $262K | Sell |
1,031
-231
| -18% | -$58.7K | 0.24% | 27 |
|
|
2019
Q4 | $370K | Buy |
1,262
+22
| +2% | +$6.45K | 0.22% | 34 |
|
|
2019
Q3 | $278K | Buy |
1,240
+3
| +0.2% | +$673 | 0.17% | 35 |
|
|
2019
Q2 | $245K | Buy |
1,237
+5
| +0.4% | +$990 | 0.16% | 34 |
|
|
2019
Q1 | $236K | Buy |
1,232
+4
| +0.3% | +$766 | 0.15% | 35 |
|
|
2018
Q4 | $194K | Buy |
1,228
+4
| +0.3% | +$632 | 0.14% | 36 |
|
|
2018
Q3 | $276K | Buy |
1,224
+40
| +3% | +$9.02K | 0.19% | 32 |
|
|
2018
Q2 | $219K | Buy |
1,184
+25
| +2% | +$4.62K | 0.15% | 37 |
|
|
2018
Q1 | $193K | Buy |
1,159
+129
| +13% | +$21.5K | 0.14% | 33 |
|
|
2017
Q4 | $174K | Sell |
1,030
-24
| -2% | -$4.05K | 0.13% | 32 |
|
|
2017
Q3 | $162K | Buy |
1,054
+1
| +0.1% | +$154 | 0.12% | 32 |
|
|
2017
Q2 | $152K | Hold |
1,053
| – | – | 0.12% | 32 |
|
|
2017
Q1 | $151K | Buy |
1,053
+1
| +0.1% | +$143 | 0.12% | 33 |
|
|
2016
Q4 | $122K | Buy |
1,052
+2
| +0.2% | +$232 | 0.11% | 32 |
|
|
2016
Q3 | $119K | Buy |
+1,050
| New | +$119K | 0.11% | 31 |
|