DFIM
Detwiler Fenton Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $748K | Buy |
+7,107
| New | +$748K | 3.87% | 3 |
|
|
2015
Q2 | $2.26M | Sell |
18,045
-42,331
| -70% | -$5.31M | 7.29% | 1 |
|
|
2015
Q1 | $7.51M | Sell |
60,376
-5,797
| -9% | -$721K | 7.9% | 1 |
|
|
2014
Q4 | $7.31M | Sell |
66,173
-736
| -1% | -$81.2K | 8.25% | 1 |
|
|
2014
Q3 | $6.74M | Sell |
66,909
-5,674
| -8% | -$572K | 6.42% | 1 |
|
|
2014
Q2 | $6.75M | Buy |
72,583
+60,388
| +495% | +$5.61M | 5.45% | 1 |
|
|
2014
Q1 | $6.55M | Sell |
12,195
-1,829
| -13% | -$982K | 5.65% | 1 |
|
|
2013
Q4 | $7.87M | Buy |
14,024
+1,021
| +8% | +$573K | 7.06% | 1 |
|
|
2013
Q3 | $6.2M | Buy |
13,003
+8,291
| +176% | +$3.95M | 5.5% | 1 |
|
|
2013
Q2 | $1.87M | Buy |
+4,712
| New | +$1.87M | 1.9% | 28 |
|