Capstone Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$11.4M Sell
100,712
-4,044
-4% -$458K 8.81% 2
2020
Q2
$9.76M Sell
104,756
-20,744
-17% -$1.93M 8.02% 2
2020
Q1
$7.98M Sell
125,500
-22,784
-15% -$1.45M 8.2% 1
2019
Q4
$10.9M Buy
+148,284
New +$10.9M 10.48% 1