Cowen Prime Advisors’s Apple AAPL Stock Holding History

Cowen Prime Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$951K	Hold	4,904	–	–	0.33%	48
2023 Q1	$832K	Buy	4,904 +124	+3%	+$21K	0.33%	48
2022 Q4	$621K	Hold	4,780	–	–	0.26%	54
2022 Q3	$661K	Hold	4,780	–	–	0.38%	40
2022 Q2	$654K	Buy	4,780 +1,200	+34%	+$164K	0.37%	43
2022 Q1	$625K	Hold	3,580	–	–	0.26%	48
2021 Q4	$636K	Hold	3,580	–	–	0.22%	59
2021 Q3	$507K	Hold	3,580	–	–	0.19%	61
2021 Q2	$490K	Hold	3,580	–	–	0.18%	60
2021 Q1	$437K	Hold	3,580	–	–	0.17%	62
2020 Q4	$475K	Hold	3,580	–	–	0.21%	53
2020 Q3	$415K	Sell	3,580 -15,540	-81%	-$1.8M	0.2%	58
2020 Q2	$654K	Buy	19,120 +12,740	+200%	+$436K	0.37%	43
2020 Q1	$406K	Buy	+6,380	New	+$406K	0.25%	57
2019 Q1	–	Sell	-8,980	Closed	-$354K	–	168
2018 Q4	$354K	Hold	8,980	–	–	0.21%	60
2018 Q3	$507K	Hold	8,980	–	–	0.24%	62
2018 Q2	$416K	Sell	8,980 -200	-2%	-$9.27K	0.2%	63
2018 Q1	$385K	Hold	9,180	–	–	0.21%	62
2017 Q4	$388K	Hold	9,180	–	–	0.19%	66
2017 Q3	$354K	Hold	9,180	–	–	0.17%	63
2017 Q2	$331K	Hold	9,180	–	–	0.15%	66
2017 Q1	$330K	Hold	9,180	–	–	0.17%	61
2016 Q4	$266K	Sell	9,180 -60	-0.6%	-$1.74K	0.14%	71
2016 Q3	$261K	Hold	9,240	–	–	0.12%	98
2016 Q2	$221K	Hold	9,240	–	–	0.11%	89
2016 Q1	$252K	Hold	9,240	–	–	0.12%	85
2015 Q4	$243K	Hold	9,240	–	–	0.11%	87
2015 Q3	$255K	Sell	9,240 -228	-2%	-$6.29K	0.12%	89
2015 Q2	$297K	Sell	9,468 -9,416	-50%	-$295K	0.12%	83
2015 Q1	$587K	Buy	18,884 +436	+2%	+$13.6K	0.24%	60
2014 Q4	$509K	Buy	18,448 +36	+0.2%	+$993	0.2%	66
2014 Q3	$464K	Buy	18,412 +8,180	+80%	+$206K	0.2%	62
2014 Q2	$238K	Sell	10,232 -10,320	-50%	-$240K	0.09%	87
2014 Q1	$394K	Buy	20,552 +1,680	+9%	+$32.2K	0.15%	66
2013 Q4	$378K	Hold	18,872	–	–	0.15%	75
2013 Q3	$325K	Buy	18,872 +2,044	+12%	+$35.2K	0.13%	85
2013 Q2	$243K	Buy	+16,828	New	+$243K	0.1%	98