EisnerAmper Wealth Management Corporate Benefits’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-47,676
Closed -$1.32M 29
2015
Q3
$1.32M Buy
47,676
+11,268
+31% +$311K 0.93% 23
2015
Q2
$1.14M Buy
36,408
+11,684
+47% +$366K 0.88% 21
2015
Q1
$769K Buy
24,724
+1,028
+4% +$32K 0.58% 26
2014
Q4
$653K Buy
+23,696
New +$653K 0.52% 41