Cypress Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $1.42M | Sell |
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2018
Q4 | $1.29M | Sell |
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2018
Q3 | $1.89M | Sell |
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2018
Q2 | $1.55M | Sell |
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2018
Q1 | $1.53M | Sell |
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2017
Q4 | $1.54M | Sell |
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2017
Q3 | $1.58M | Sell |
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2017
Q2 | $1.69M | Sell |
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2017
Q1 | $4.67M | Buy |
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2016
Q4 | $3.74M | Sell |
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2016
Q3 | $3.73M | Buy |
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2016
Q2 | $2.93M | Sell |
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2016
Q1 | $3.5M | Buy |
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2015
Q4 | $3.35M | Sell |
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2015
Q3 | $3.61M | Buy |
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2015
Q2 | $4M | Buy |
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