CWA
Constellation Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.01M | Sell |
9,149
-140
| -2% | -$15.4K | 0.11% | 56 |
|
|
2015
Q2 | $1.17M | Sell |
9,289
-910
| -9% | -$114K | 0.1% | 122 |
|
|
2015
Q1 | $1.27M | Buy |
10,199
+630
| +7% | +$78.4K | 0.11% | 119 |
|
|
2014
Q4 | $1.06M | Buy |
9,569
+77
| +0.8% | +$8.5K | 0.09% | 107 |
|
|
2014
Q3 | $956K | Hold |
9,492
| – | – | 0.09% | 100 |
|
|
2014
Q2 | $882K | Buy |
9,492
+3,595
| +61% | +$334K | 0.1% | 105 |
|
|
2014
Q1 | $3.17M | Buy |
5,897
+91
| +2% | +$48.8K | 0.31% | 77 |
|
|
2013
Q4 | $3.26M | Buy |
5,806
+102
| +2% | +$57.2K | 0.31% | 80 |
|
|
2013
Q3 | $2.72M | Buy |
5,704
+449
| +9% | +$214K | 0.31% | 84 |
|
|
2013
Q2 | $2.08M | Buy |
+5,255
| New | +$2.08M | 0.25% | 83 |
|