CIM
Cetera Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,661
| Closed | -$1.1M | – | 1 |
|
|
2017
Q2 | $1.1M | Sell |
7,661
-2,587
| -25% | -$373K | 1.4% | 20 |
|
|
2017
Q1 | $1.47M | Sell |
10,248
-6,789
| -40% | -$975K | 1.69% | 16 |
|
|
2016
Q4 | $1.97M | Sell |
17,037
-11,872
| -41% | -$1.37M | 1.48% | 16 |
|
|
2016
Q3 | $3.27M | Sell |
28,909
-2,662
| -8% | -$301K | 2.1% | 12 |
|
|
2016
Q2 | $3.02M | Sell |
31,571
-482
| -2% | -$46.1K | 1.78% | 14 |
|
|
2016
Q1 | $3.51M | Sell |
32,053
-754
| -2% | -$82.6K | 1.82% | 15 |
|
|
2015
Q4 | $3.46M | Buy |
+32,807
| New | +$3.46M | 1.39% | 19 |
|