JBJ Investment Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.48M | Buy |
13,962
+81
| +0.6% | +$14.4K | 0.51% | 14 |
|
|
2021
Q3 | $1.96M | Hold |
13,881
| – | – | 0.41% | 17 |
|
|
2021
Q2 | $1.9M | Sell |
13,881
-849
| -6% | -$116K | 0.39% | 17 |
|
|
2021
Q1 | $1.8M | Sell |
14,730
-1,107
| -7% | -$135K | 0.39% | 18 |
|
|
2020
Q4 | $2.1M | Sell |
15,837
-1,010
| -6% | -$134K | 0.48% | 18 |
|
|
2020
Q3 | $1.95M | Sell |
16,847
-1,281
| -7% | -$148K | 0.51% | 20 |
|
|
2020
Q2 | $1.65M | Sell |
18,128
-588
| -3% | -$53.6K | 0.47% | 25 |
|
|
2020
Q1 | $1.19M | Sell |
18,716
-740
| -4% | -$47.1K | 0.43% | 21 |
|
|
2019
Q4 | $1.43M | Sell |
19,456
-1,632
| -8% | -$120K | 0.44% | 15 |
|
|
2019
Q3 | $1.18M | Buy |
21,088
+460
| +2% | +$25.8K | 0.4% | 16 |
|
|
2019
Q2 | $1.02M | Buy |
20,628
+624
| +3% | +$30.9K | 0.37% | 18 |
|
|
2019
Q1 | $950K | Buy |
+20,004
| New | +$950K | 0.36% | 17 |
|