CT Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $300K | Hold |
8,344
| – | – | 0.18% | 119 |
|
|
2016
Q4 | $242K | Hold |
8,344
| – | – | 0.15% | 131 |
|
|
2016
Q3 | $236K | Sell |
8,344
-720
| -8% | -$20.3K | 0.14% | 131 |
|
|
2016
Q2 | $217K | Sell |
9,064
-61,288
| -87% | -$1.46M | 0.13% | 135 |
|
|
2016
Q1 | $1.92M | Buy |
70,352
+684
| +1% | +$18.6K | 1.08% | 28 |
|
|
2015
Q4 | $1.83M | Sell |
69,668
-420
| -0.6% | -$11.1K | 1.05% | 28 |
|
|
2015
Q3 | $1.93M | Hold |
70,088
| – | – | 1.21% | 24 |
|
|
2015
Q2 | $2.2M | Hold |
70,088
| – | – | 1.25% | 19 |
|
|
2015
Q1 | $2.18M | Sell |
70,088
-220
| -0.3% | -$6.84K | 1.21% | 22 |
|
|
2014
Q4 | $1.94M | Buy |
+70,308
| New | +$1.94M | 1.47% | 18 |
|
|
2014
Q1 | $2.18M | Buy |
+490,616
| New | +$2.18M | 1.21% | 22 |
|