HWP
Hefty Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $135K | Hold |
804
| – | – | 0.09% | 97 |
|
|
2017
Q4 | $136K | Hold |
804
| – | – | 0.08% | 94 |
|
|
2017
Q3 | $124K | Hold |
804
| – | – | 0.08% | 90 |
|
|
2017
Q2 | $115K | Buy |
804
+174
| +28% | +$24.9K | 0.08% | 87 |
|
|
2017
Q1 | $90K | Sell |
630
-400
| -39% | -$57.1K | 0.07% | 96 |
|
|
2016
Q4 | $119K | Buy |
1,030
+900
| +692% | +$104K | 0.1% | 80 |
|
|
2016
Q3 | $14K | Hold |
130
| – | – | 0.01% | 160 |
|
|
2016
Q2 | $12K | Hold |
130
| – | – | 0.01% | 137 |
|
|
2016
Q1 | $14K | Hold |
130
| – | – | 0.01% | 141 |
|
|
2015
Q4 | $13K | Buy |
+130
| New | +$13K | 0.01% | 133 |
|