GWA
Guidant Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $664K | Buy |
2,963
+4
| +0.1% | +$896 | 0.25% | 59 |
|
|
2019
Q2 | $586K | Sell |
2,959
-111
| -4% | -$22K | 0.23% | 66 |
|
|
2019
Q1 | $583K | Sell |
3,070
-1,485
| -33% | -$282K | 0.23% | 68 |
|
|
2018
Q4 | $718K | Sell |
4,555
-365
| -7% | -$57.5K | 0.33% | 57 |
|
|
2018
Q3 | $1.12M | Hold |
4,920
| – | – | 0.47% | 26 |
|
|
2018
Q2 | $920K | Buy |
4,920
+38
| +0.8% | +$7.11K | 0.4% | 27 |
|
|
2018
Q1 | $813K | Buy |
4,882
+53
| +1% | +$8.83K | 0.37% | 28 |
|
|
2017
Q4 | $841K | Buy |
4,829
+800
| +20% | +$139K | 0.38% | 30 |
|
|
2017
Q3 | $627K | Buy |
4,029
+87
| +2% | +$13.5K | 0.45% | 29 |
|
|
2017
Q2 | $571K | Sell |
3,942
-700
| -15% | -$101K | 0.29% | 53 |
|
|
2017
Q1 | $668K | Buy |
4,642
+3,001
| +183% | +$432K | 0.35% | 50 |
|
|
2016
Q4 | $197K | Hold |
1,641
| – | – | 0.11% | 69 |
|
|
2016
Q3 | $185K | Buy |
+1,641
| New | +$185K | 0.11% | 66 |
|