JWM
Jacobus Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.83M | Buy |
11,866
+220
| +2% | +$33.9K | 0.48% | 48 |
|
|
2017
Q2 | $1.68M | Buy |
11,646
+600
| +5% | +$86.4K | 0.45% | 51 |
|
|
2017
Q1 | $1.59M | Buy |
11,046
+530
| +5% | +$76.1K | 0.44% | 54 |
|
|
2016
Q4 | $1.22M | Sell |
10,516
-866
| -8% | -$100K | 0.36% | 61 |
|
|
2016
Q3 | $1.29M | Sell |
11,382
-543
| -5% | -$61.4K | 0.37% | 56 |
|
|
2016
Q2 | $1.14M | Sell |
11,925
-9,273
| -44% | -$886K | 0.35% | 61 |
|
|
2016
Q1 | $2.31M | Buy |
21,198
+319
| +2% | +$34.8K | 0.68% | 39 |
|
|
2015
Q4 | $2.2M | Buy |
20,879
+32
| +0.2% | +$3.37K | 0.63% | 41 |
|
|
2015
Q3 | $2.3M | Buy |
20,847
+732
| +4% | +$80.7K | 0.67% | 41 |
|
|
2015
Q2 | $2.52M | Buy |
20,115
+140
| +0.7% | +$17.6K | 0.63% | 41 |
|
|
2015
Q1 | $2.49M | Buy |
19,975
+1,349
| +7% | +$168K | 0.64% | 40 |
|
|
2014
Q4 | $2.06M | Buy |
18,626
+208
| +1% | +$23K | 0.53% | 46 |
|
|
2014
Q3 | $1.86M | Buy |
18,418
+1,131
| +7% | +$114K | 0.51% | 47 |
|
|
2014
Q2 | $1.61M | Buy |
17,287
+14,632
| +551% | +$1.36M | 0.41% | 50 |
|
|
2014
Q1 | $1.43M | Buy |
2,655
+454
| +21% | +$244K | 0.35% | 57 |
|
|
2013
Q4 | $1.24M | Buy |
2,201
+633
| +40% | +$355K | 0.36% | 58 |
|
|
2013
Q3 | $748K | Sell |
1,568
-256
| -14% | -$122K | 0.26% | 75 |
|
|
2013
Q2 | $723K | Buy |
+1,824
| New | +$723K | 0.26% | 77 |
|