FIG
FundX Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.46M | Hold |
8,194
| – | – | 0.35% | 29 |
|
|
2021
Q3 | $1.16M | Hold |
8,194
| – | – | 0.55% | 22 |
|
|
2021
Q2 | $738 | Sell |
8,194
-84
| -1% | -$8 | 0.08% | 33 |
|
|
2021
Q1 | $1.01M | Buy |
+8,278
| New | +$1.01M | 0.57% | 24 |
|
|
2020
Q4 | – | Sell |
-2,212
| Closed | -$256K | – | 34 |
|
|
2020
Q3 | $256K | Buy |
2,212
+1,659
| +300% | +$192K | 0.1% | 32 |
|
|
2020
Q2 | $202K | Buy |
+553
| New | +$202K | 0.09% | 36 |
|
|
2020
Q1 | – | Sell |
-4,454
| Closed | -$1.31M | – | 32 |
|
|
2019
Q4 | $1.31M | Buy |
4,454
+1,731
| +64% | +$508K | 0.35% | 32 |
|
|
2019
Q3 | $610K | Hold |
2,723
| – | – | 0.22% | 29 |
|
|
2019
Q2 | $539K | Buy |
2,723
+70
| +3% | +$13.9K | 0.22% | 33 |
|
|
2019
Q1 | $504K | Sell |
2,653
-357
| -12% | -$67.8K | 0.17% | 37 |
|
|
2018
Q4 | $475K | Buy |
3,010
+707
| +31% | +$112K | 0.18% | 38 |
|
|
2018
Q3 | $520K | Hold |
2,303
| – | – | 0.29% | 28 |
|
|
2018
Q2 | $426K | Sell |
2,303
-2,660
| -54% | -$492K | 0.21% | 29 |
|
|
2018
Q1 | $833K | Buy |
4,963
+2,344
| +89% | +$393K | 0.44% | 20 |
|
|
2017
Q4 | $443K | Buy |
2,619
+316
| +14% | +$53.5K | 0.22% | 31 |
|
|
2017
Q3 | $355K | Hold |
2,303
| – | – | 0.15% | 26 |
|
|
2017
Q2 | $332K | Sell |
2,303
-83
| -3% | -$12K | 0.14% | 30 |
|
|
2017
Q1 | $343K | Sell |
2,386
-758
| -24% | -$109K | 0.14% | 40 |
|
|
2016
Q4 | $364K | Buy |
3,144
+758
| +32% | +$87.8K | 0.13% | 36 |
|
|
2016
Q3 | $270K | Buy |
+2,386
| New | +$270K | 0.07% | 45 |
|