Guardian Investor Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $5.01M | Sell |
160,900
-1,412
| -0.9% | -$43.9K | 3.96% | 1 |
|
|
2014
Q4 | $4.48M | Sell |
162,312
-7,584
| -4% | -$209K | 3.55% | 1 |
|
|
2014
Q3 | $4.28M | Sell |
169,896
-15,884
| -9% | -$400K | 3.44% | 1 |
|
|
2014
Q2 | $4.32M | Sell |
185,780
-8,484
| -4% | -$197K | 3.32% | 1 |
|
|
2014
Q1 | $3.72M | Sell |
194,264
-9,604
| -5% | -$184K | 2.89% | 1 |
|
|
2013
Q4 | $4.09M | Sell |
203,868
-6,692
| -3% | -$134K | 3.1% | 1 |
|
|
2013
Q3 | $3.59M | Sell |
210,560
-3,024
| -1% | -$51.5K | 2.99% | 1 |
|
|
2013
Q2 | $3.02M | Buy |
+213,584
| New | +$3.02M | 2.59% | 2 |
|