ICAS
Investors Capital Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $8.75M | Buy |
91,526
+3,210
| +4% | +$307K | 1.68% | 1 |
|
|
2016
Q1 | $9.62M | Sell |
88,316
-3,023
| -3% | -$329K | 1.91% | 1 |
|
|
2015
Q4 | $9.61M | Sell |
91,339
-4,824
| -5% | -$508K | 1.87% | 1 |
|
|
2015
Q3 | $10.6M | Buy |
96,163
+734
| +0.8% | +$80.9K | 2.13% | 1 |
|
|
2015
Q2 | $12M | Buy |
95,429
+12,808
| +16% | +$1.61M | 2.19% | 1 |
|
|
2015
Q1 | $10.3M | Buy |
82,621
+5,200
| +7% | +$647K | 1.91% | 1 |
|
|
2014
Q4 | $8.54M | Buy |
77,421
+3,942
| +5% | +$435K | 1.63% | 1 |
|
|
2014
Q3 | $7.4M | Buy |
73,479
+6,216
| +9% | +$626K | 1.45% | 1 |
|
|
2014
Q2 | $6.25M | Buy |
67,263
+58,259
| +647% | +$5.41M | 1.01% | 6 |
|
|
2014
Q1 | $4.83M | Sell |
9,004
-902
| -9% | -$484K | 1.04% | 6 |
|
|
2013
Q4 | $5.56M | Buy |
9,906
+671
| +7% | +$376K | 1.29% | 3 |
|
|
2013
Q3 | $4.4M | Buy |
9,235
+315
| +4% | +$150K | 1.14% | 6 |
|
|
2013
Q2 | $3.54M | Buy |
+8,920
| New | +$3.54M | 1.08% | 10 |
|