IWM
Integrated Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $9.69M | Buy |
67,469
+3,083
| +5% | +$443K | 3.25% | 1 |
|
|
2016
Q4 | $7.46M | Sell |
64,386
-4,137
| -6% | -$479K | 2.78% | 1 |
|
|
2016
Q3 | $7.75M | Buy |
68,523
+110
| +0.2% | +$12.4K | 2.77% | 1 |
|
|
2016
Q2 | $6.54M | Buy |
68,413
+901
| +1% | +$86.1K | 2.53% | 5 |
|
|
2016
Q1 | $7.36M | Sell |
67,512
-1,542
| -2% | -$168K | 3.1% | 2 |
|
|
2015
Q4 | $7.27M | Buy |
69,054
+3,074
| +5% | +$324K | 3.13% | 1 |
|
|
2015
Q3 | $7.28M | Sell |
65,980
-2,238
| -3% | -$247K | 3.19% | 2 |
|
|
2015
Q2 | $8.56M | Buy |
68,218
+3,335
| +5% | +$418K | 3.32% | 3 |
|
|
2015
Q1 | $8.07M | Buy |
+64,883
| New | +$8.07M | 3.37% | 3 |
|