Integrated Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$9.69M Buy
2016
Q4
$7.46M Sell
2016
Q3
$7.75M Buy
2016
Q2
$6.54M Buy
2016
Q1
$7.36M Sell
2015
Q4
$7.27M Buy
2015
Q3
$7.28M Sell
2015
Q2
$8.56M Buy
2015
Q1
$8.07M Buy