Girard Securities’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-40,904
| Closed | -$1.58M | – | 1 |
|
|
2017
Q3 | $1.58M | Sell |
40,904
-21,588
| -35% | -$831K | 1.39% | 14 |
|
|
2017
Q2 | $2.25M | Sell |
62,492
-3,152
| -5% | -$113K | 1.69% | 11 |
|
|
2017
Q1 | $2.36M | Sell |
65,644
-14,296
| -18% | -$514K | 2.02% | 6 |
|
|
2016
Q4 | $2.32M | Buy |
79,940
+16,880
| +27% | +$489K | 2.01% | 5 |
|
|
2016
Q3 | $1.78M | Sell |
63,060
-28,216
| -31% | -$797K | 1.82% | 6 |
|
|
2016
Q2 | $2.19M | Buy |
91,276
+10,380
| +13% | +$249K | 2% | 6 |
|
|
2016
Q1 | $2.2M | Sell |
80,896
-23,512
| -23% | -$640K | 2.17% | 5 |
|
|
2015
Q4 | $2.75M | Buy |
+104,408
| New | +$2.75M | 2.75% | 4 |
|