HWM
Highwater Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $298K | Buy |
1,332
+123
| +10% | +$27.5K | 1.32% | 20 |
|
|
2019
Q2 | $239K | Sell |
1,209
-1,398
| -54% | -$276K | 1.08% | 27 |
|
|
2019
Q1 | $495K | Sell |
2,607
-60
| -2% | -$11.4K | 2.05% | 15 |
|
|
2018
Q4 | $421K | Buy |
+2,667
| New | +$421K | 1.97% | 15 |
|
|
2018
Q1 | – | Sell |
-3,873
| Closed | -$655K | – | 13 |
|
|
2017
Q4 | $655K | Sell |
3,873
-466
| -11% | -$78.8K | 1.4% | 13 |
|
|
2017
Q3 | $669K | Sell |
4,339
-764
| -15% | -$118K | 1.59% | 21 |
|
|
2017
Q2 | $735K | Buy |
5,103
+654
| +15% | +$94.2K | 1.77% | 15 |
|
|
2017
Q1 | $639K | Buy |
4,449
+1,748
| +65% | +$251K | 1.92% | 14 |
|
|
2016
Q4 | $313K | Sell |
2,701
-1,858
| -41% | -$215K | 1.61% | 23 |
|
|
2016
Q3 | $515K | Buy |
+4,559
| New | +$515K | 2.88% | 15 |
|