DPA
Delphi Private Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $49K | Sell |
248
-200
| -45% | -$39.5K | 0.25% | 17 |
|
|
2019
Q1 | $85K | Sell |
448
-198
| -31% | -$37.6K | 0.45% | 10 |
|
|
2018
Q4 | $102K | Hold |
646
| – | – | 0.57% | 11 |
|
|
2018
Q3 | $146K | Sell |
646
-3
| -0.5% | -$678 | 0.5% | 18 |
|
|
2018
Q2 | $120K | Buy |
+649
| New | +$120K | 0.4% | 18 |
|
|
2018
Q1 | – | Sell |
-1,175
| Closed | -$199K | – | 78 |
|
|
2017
Q4 | $199K | Buy |
1,175
+1,161
| +8,293% | +$197K | 0.49% | 18 |
|
|
2017
Q3 | $2K | Hold |
14
| – | – | 0.01% | 79 |
|
|
2017
Q2 | $2K | Sell |
14
-85
| -86% | -$12.1K | ﹤0.01% | 108 |
|
|
2017
Q1 | $14K | Sell |
99
-640
| -87% | -$90.5K | 0.03% | 68 |
|
|
2016
Q4 | $86K | Sell |
739
-209
| -22% | -$24.3K | 0.15% | 30 |
|
|
2016
Q3 | $107K | Sell |
948
-514
| -35% | -$58K | 0.19% | 23 |
|
|
2016
Q2 | $140K | Buy |
1,462
+69
| +5% | +$6.61K | 0.26% | 19 |
|
|
2016
Q1 | $152K | Sell |
1,393
-233
| -14% | -$25.4K | 0.27% | 16 |
|
|
2015
Q4 | $171K | Buy |
+1,626
| New | +$171K | 0.29% | 19 |
|