FIMG
Financial & Investment Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.54M | Buy |
9,788
+7,435
| +316% | +$1.17M | 0.56% | 54 |
|
|
2018
Q3 | $531K | Buy |
+2,353
| New | +$531K | 0.17% | 73 |
|
|
2018
Q1 | – | Sell |
-1,207
| Closed | -$204K | – | 98 |
|
|
2017
Q4 | $204K | Buy |
+1,207
| New | +$204K | 0.07% | 76 |
|
|
2017
Q2 | – | Sell |
-2,537
| Closed | -$364K | – | 83 |
|
|
2017
Q1 | $364K | Sell |
2,537
-113
| -4% | -$16.2K | 0.12% | 73 |
|
|
2016
Q4 | $307K | Sell |
2,650
-4,157
| -61% | -$482K | 0.12% | 82 |
|
|
2016
Q3 | $770K | Sell |
6,807
-323
| -5% | -$36.5K | 0.25% | 65 |
|
|
2016
Q2 | $682K | Buy |
+7,130
| New | +$682K | 0.21% | 62 |
|
|
2015
Q1 | – | Sell |
-3,283
| Closed | -$362K | – | 129 |
|
|
2014
Q4 | $362K | Hold |
3,283
| – | – | 0.1% | 101 |
|
|
2014
Q3 | $331K | Buy |
+3,283
| New | +$331K | 0.1% | 98 |
|
|
2014
Q2 | – | Sell |
-854
| Closed | -$459K | – | 106 |
|
|
2014
Q1 | $459K | Sell |
854
-1,169
| -58% | -$628K | 0.13% | 90 |
|
|
2013
Q4 | $1.14M | Buy |
2,023
+90
| +5% | +$50.5K | 0.36% | 63 |
|
|
2013
Q3 | $922K | Sell |
1,933
-317
| -14% | -$151K | 0.35% | 52 |
|
|
2013
Q2 | $892K | Buy |
+2,250
| New | +$892K | 0.5% | 39 |
|