Goldstein Munger & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-30,104
| Closed | -$1.08M | – | 35 |
|
|
2017
Q1 | $1.08M | Hold |
30,104
| – | – | 0.48% | 22 |
|
|
2016
Q4 | $872K | Hold |
30,104
| – | – | 0.39% | 22 |
|
|
2016
Q3 | $851K | Sell |
30,104
-300
| -1% | -$8.48K | 0.39% | 22 |
|
|
2016
Q2 | $727K | Hold |
30,404
| – | – | 0.34% | 23 |
|
|
2016
Q1 | $828K | Buy |
30,404
+200
| +0.7% | +$5.45K | 0.36% | 24 |
|
|
2015
Q4 | $795K | Buy |
30,204
+4
| +0% | +$105 | 0.35% | 24 |
|
|
2015
Q3 | $833K | Buy |
30,200
+4
| +0% | +$110 | 0.38% | 24 |
|
|
2015
Q2 | $947K | Buy |
30,196
+4
| +0% | +$125 | 0.41% | 23 |
|
|
2015
Q1 | $939K | Buy |
30,192
+1,740
| +6% | +$54.1K | 0.4% | 23 |
|
|
2014
Q4 | $785K | Buy |
28,452
+292
| +1% | +$8.06K | 0.33% | 24 |
|
|
2014
Q3 | $709K | Buy |
28,160
+160
| +0.6% | +$4.03K | 0.29% | 24 |
|
|
2014
Q2 | $651K | Buy |
+28,000
| New | +$651K | 0.26% | 24 |
|
|
2014
Q1 | – | Sell |
-28,000
| Closed | -$561K | – | 25 |
|
|
2013
Q4 | $561K | Hold |
28,000
| – | – | 0.23% | 25 |
|
|
2013
Q3 | $477K | Hold |
28,000
| – | – | 0.19% | 25 |
|
|
2013
Q2 | $397K | Buy |
+28,000
| New | +$397K | 0.15% | 27 |
|