EMA
Efficient Market Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,911
| Closed | -$221K | – | 50 |
|
|
2016
Q4 | $221K | Buy |
+1,911
| New | +$221K | 0.03% | 48 |
|
|
2016
Q1 | – | Sell |
-730
| Closed | -$77K | – | 49 |
|
|
2015
Q4 | $77K | Buy |
730
+285
| +64% | +$30.1K | 0.02% | 71 |
|
|
2015
Q3 | $49K | Buy |
445
+270
| +154% | +$29.7K | 0.01% | 80 |
|
|
2015
Q2 | $22K | Hold |
175
| – | – | 0.01% | 93 |
|
|
2015
Q1 | $22K | Sell |
175
-350
| -67% | -$44K | 0.01% | 95 |
|
|
2014
Q4 | $58K | Hold |
525
| – | – | 0.01% | 78 |
|
|
2014
Q3 | $53K | Hold |
525
| – | – | 0.01% | 72 |
|
|
2014
Q2 | $49K | Buy |
525
+450
| +600% | +$42K | 0.01% | 71 |
|
|
2014
Q1 | $40K | Hold |
75
| – | – | 0.01% | 77 |
|
|
2013
Q4 | $42K | Hold |
75
| – | – | 0.01% | 74 |
|
|
2013
Q3 | $36K | Hold |
75
| – | – | 0.01% | 75 |
|
|
2013
Q2 | $30K | Buy |
+75
| New | +$30K | 0.01% | 69 |
|