JVBC
J.V. Bruni & Co’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,018
| Closed | -$384K | – | 30 |
|
|
2016
Q2 | $384K | Sell |
4,018
-282
| -7% | -$27K | 0.08% | 30 |
|
|
2016
Q1 | $469K | Buy |
4,300
+154
| +4% | +$16.8K | 0.09% | 31 |
|
|
2015
Q4 | $436K | Sell |
4,146
-74
| -2% | -$7.78K | 0.09% | 32 |
|
|
2015
Q3 | $465K | Buy |
+4,220
| New | +$465K | 0.09% | 31 |
|