Independence Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.42M | Buy |
55,445
+189
| +0.3% | +$21.9K | 1.38% | 14 |
|
|
2020
Q2 | $5.04M | Sell |
55,256
-756
| -1% | -$68.9K | 1.15% | 18 |
|
|
2020
Q1 | $3.56M | Sell |
56,012
-460
| -0.8% | -$29.2K | 0.98% | 19 |
|
|
2019
Q4 | $4.15M | Sell |
56,472
-84
| -0.1% | -$6.17K | 1% | 20 |
|
|
2019
Q3 | $3.17M | Sell |
56,556
-10,052
| -15% | -$563K | 0.77% | 20 |
|
|
2019
Q2 | $3.3M | Buy |
66,608
+10,928
| +20% | +$541K | 0.85% | 20 |
|
|
2019
Q1 | $2.64M | Buy |
55,680
+2,332
| +4% | +$111K | 0.74% | 20 |
|
|
2018
Q4 | $2.1M | Sell |
53,348
-8
| -0% | -$316 | 0.7% | 20 |
|
|
2018
Q3 | $3.01M | Sell |
53,356
-1,320
| -2% | -$74.5K | 0.9% | 21 |
|
|
2018
Q2 | $2.53M | Buy |
54,676
+108
| +0.2% | +$5K | 0.81% | 22 |
|
|
2018
Q1 | $2.29M | Sell |
54,568
-1,036
| -2% | -$43.5K | 0.76% | 22 |
|
|
2017
Q4 | $2.35M | Buy |
55,604
+4,796
| +9% | +$203K | 0.79% | 21 |
|
|
2017
Q3 | $1.96M | Sell |
50,808
-292
| -0.6% | -$11.3K | 0.78% | 20 |
|
|
2017
Q2 | $1.84M | Buy |
51,100
+456
| +0.9% | +$16.4K | 0.73% | 21 |
|
|
2017
Q1 | $1.82M | Sell |
50,644
-776
| -2% | -$27.9K | 0.76% | 19 |
|
|
2016
Q4 | $1.49M | Buy |
51,420
+476
| +0.9% | +$13.8K | 0.66% | 22 |
|
|
2016
Q3 | $1.44M | Buy |
50,944
+3,128
| +7% | +$88.4K | 0.68% | 21 |
|
|
2016
Q2 | $1.14M | Buy |
+47,816
| New | +$1.14M | 0.6% | 21 |
|