Jacobus Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.83M | Buy |
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2017
Q2 | $1.68M | Buy |
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|
2017
Q1 | $1.59M | Buy |
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|
2016
Q4 | $1.22M | Sell |
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|
2016
Q3 | $1.29M | Sell |
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|
2016
Q2 | $1.14M | Sell |
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|
2016
Q1 | $2.31M | Buy |
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|
2015
Q4 | $2.2M | Buy |
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|
2015
Q3 | $2.3M | Buy |
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|
2015
Q2 | $2.52M | Buy |
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|
2015
Q1 | $2.48M | Buy |
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|
2014
Q4 | $2.06M | Buy |
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|
2014
Q3 | $1.86M | Buy |
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|
2014
Q2 | $1.61M | Sell |
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|
2014
Q1 | $1.43M | Buy |
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|
2013
Q4 | $1.24M | Buy |
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|
2013
Q3 | $748K | Sell |
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|
2013
Q2 | $723K | Buy |
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