Jackson Creek Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,058
| Closed | -$1.49M | – | 294 |
|
|
2024
Q2 | $1.49M | Sell |
7,058
-942
| -12% | -$198K | 0.54% | 24 |
|
|
2024
Q1 | $1.37M | Hold |
8,000
| – | – | 0.49% | 25 |
|
|
2023
Q4 | $1.54M | Hold |
8,000
| – | – | 0.59% | 10 |
|
|
2023
Q3 | $1.37M | Hold |
8,000
| – | – | 0.58% | 15 |
|
|
2023
Q2 | $1.55M | Sell |
8,000
-300
| -4% | -$58.2K | 0.62% | 10 |
|
|
2023
Q1 | $1.37M | Buy |
+8,300
| New | +$1.37M | 0.57% | 11 |
|