Investors Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $974K | Hold |
32,128
| – | – | 3.05% | 10 |
|
|
2015
Q1 | $999K | Hold |
32,128
| – | – | 3.07% | 9 |
|
|
2014
Q4 | $887K | Sell |
32,128
-8,456
| -21% | -$233K | 2.68% | 13 |
|
|
2014
Q3 | $1.02M | Sell |
40,584
-50,164
| -55% | -$1.26M | 1.89% | 20 |
|
|
2014
Q2 | $2.11M | Sell |
90,748
-5,992
| -6% | -$139K | 1.65% | 25 |
|
|
2014
Q1 | $1.85M | Hold |
96,740
| – | – | 1.55% | 26 |
|
|
2013
Q4 | $1.8M | Sell |
96,740
-187,040
| -66% | -$3.47M | 1.4% | 26 |
|
|
2013
Q3 | $4.83M | Sell |
283,780
-32,032
| -10% | -$545K | 0.84% | 37 |
|
|
2013
Q2 | $4.47M | Buy |
+315,812
| New | +$4.47M | 0.76% | 43 |
|