IWC
Integrated Wealth Counsel’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.02M | Buy |
8,811
+170
| +2% | +$19.7K | 2.19% | 10 |
|
|
2016
Q3 | $977K | Sell |
8,641
-2,889
| -25% | -$327K | 2.06% | 10 |
|
|
2016
Q2 | $1.1M | Sell |
11,530
-157
| -1% | -$15K | 2.53% | 9 |
|
|
2016
Q1 | $1.27M | Sell |
11,687
-15,684
| -57% | -$1.71M | 2.9% | 9 |
|
|
2015
Q4 | $2.95M | Buy |
27,371
+13,742
| +101% | +$1.48M | 4.7% | 8 |
|
|
2015
Q3 | $1.5M | Sell |
13,629
-622
| -4% | -$68.6K | 2.52% | 8 |
|
|
2015
Q2 | $1.79M | Sell |
14,251
-979
| -6% | -$123K | 2.48% | 8 |
|
|
2015
Q1 | $1.9M | Sell |
15,230
-1,294
| -8% | -$161K | 2.39% | 9 |
|
|
2014
Q4 | $1.82M | Sell |
16,524
-1,319
| -7% | -$146K | 2.19% | 10 |
|
|
2014
Q3 | $1.8M | Buy |
17,843
+13
| +0.1% | +$1.31K | 1.84% | 10 |
|
|
2014
Q2 | $1.66M | Buy |
17,830
+15,165
| +569% | +$1.41M | 1.3% | 11 |
|
|
2014
Q1 | $1.43M | Sell |
2,665
-88
| -3% | -$47.2K | 1.13% | 25 |
|
|
2013
Q4 | $1.54M | Sell |
2,753
-123
| -4% | -$69K | 1.13% | 24 |
|
|
2013
Q3 | $1.37M | Sell |
2,876
-302
| -10% | -$144K | 1% | 24 |
|
|
2013
Q2 | $1.26M | Buy |
+3,178
| New | +$1.26M | 0.91% | 31 |
|