DDC
Daniel Devine & Co’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | $7.55M | Hold |
40,758
| – | – | 6.03% | 4 |
|
2018
Q1 | $6.84M | Sell |
40,758
-7,640
| -16% | -$1.28M | 5.55% | 4 |
|
2017
Q4 | $8.19M | Sell |
48,398
-165
| -0.3% | -$27.9K | 5.92% | 4 |
|
2017
Q3 | $7.49M | Sell |
48,563
-500
| -1% | -$77.1K | 5.72% | 4 |
|
2017
Q2 | $7.07M | Sell |
49,063
-1,000
| -2% | -$144K | 5.77% | 4 |
|
2017
Q1 | $7.19M | Sell |
50,063
-10,020
| -17% | -$1.44M | 5.9% | 4 |
|
2016
Q4 | $6.96M | Sell |
60,083
-8,900
| -13% | -$1.03M | 4.96% | 4 |
|
2016
Q3 | $7.8M | Buy |
68,983
+228
| +0.3% | +$25.8K | 5.24% | 4 |
|
2016
Q2 | $6.57M | Sell |
68,755
-42
| -0.1% | -$4.02K | 4.48% | 4 |
|
2016
Q1 | $7.5M | Buy |
68,797
+140
| +0.2% | +$15.3K | 4.89% | 4 |
|
2015
Q4 | $7.23M | Sell |
68,657
-420
| -0.6% | -$44.2K | 4.77% | 4 |
|
2015
Q3 | $7.62M | Buy |
69,077
+3,016
| +5% | +$333K | 5.39% | 4 |
|
2015
Q2 | $8.29M | Hold |
66,061
| – | – | 5.69% | 4 |
|
2015
Q1 | $8.22M | Buy |
66,061
+365
| +0.6% | +$45.4K | 5.49% | 4 |
|
2014
Q4 | $7.25M | Buy |
+65,696
| New | +$7.25M | 5.18% | 4 |
|