EA
Evanston Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $551K | Buy |
3,490
+1,564
| +81% | +$247K | 0.15% | 40 |
|
2018
Q3 | $435K | Sell |
1,926
-31
| -2% | -$7K | 0.1% | 54 |
|
2018
Q2 | $362K | Buy |
1,957
+31
| +2% | +$5.73K | 0.08% | 54 |
|
2018
Q1 | $323K | Buy |
1,926
+190
| +11% | +$31.9K | 0.08% | 54 |
|
2017
Q4 | $294K | Buy |
1,736
+210
| +14% | +$35.6K | 0.07% | 55 |
|
2017
Q3 | $235K | Sell |
1,526
-55,512
| -97% | -$8.55M | 0.06% | 59 |
|
2017
Q2 | $8.22M | Buy |
57,038
+666
| +1% | +$95.9K | 2.02% | 9 |
|
2017
Q1 | $8.1M | Sell |
56,372
-3,107
| -5% | -$446K | 2.2% | 7 |
|
2016
Q4 | $6.89M | Sell |
59,479
-1,097
| -2% | -$127K | 2.12% | 20 |
|
2016
Q3 | $6.85M | Buy |
60,576
+749
| +1% | +$84.7K | 2.15% | 11 |
|
2016
Q2 | $5.72M | Buy |
59,827
+2,809
| +5% | +$269K | 1.87% | 27 |
|
2016
Q1 | $6.21M | Buy |
57,018
+2,867
| +5% | +$312K | 2.05% | 21 |
|
2015
Q4 | $5.7M | Buy |
54,151
+33
| +0.1% | +$3.47K | 1.99% | 31 |
|
2015
Q3 | $5.97M | Buy |
54,118
+4,893
| +10% | +$540K | 1.98% | 21 |
|
2015
Q2 | $6.17M | Sell |
49,225
-126
| -0.3% | -$15.8K | 2.02% | 14 |
|
2015
Q1 | $6.14M | Sell |
49,351
-770
| -2% | -$95.8K | 2.01% | 14 |
|
2014
Q4 | $5.53M | Buy |
+50,121
| New | +$5.53M | 1.95% | 29 |
|