JA
JOYN Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $3.84M | Buy |
15,093
+5,079
| +51% | +$1.29M | 1.28% | 13 |
|
2019
Q4 | $2.94M | Sell |
10,014
-4,168
| -29% | -$1.22M | 0.63% | 14 |
|
2019
Q3 | $3.18M | Sell |
14,182
-8,373
| -37% | -$1.88M | 0.7% | 13 |
|
2019
Q2 | $4.36M | Buy |
22,555
+10,310
| +84% | +$1.99M | 0.98% | 11 |
|
2019
Q1 | $2.33M | Sell |
12,245
-7,897
| -39% | -$1.5M | 0.54% | 17 |
|
2018
Q4 | $3.18M | Buy |
20,142
+1,319
| +7% | +$208K | 0.72% | 14 |
|
2018
Q3 | $4.25M | Buy |
18,823
+771
| +4% | +$174K | 0.8% | 14 |
|
2018
Q2 | $3.34M | Buy |
18,052
+7,916
| +78% | +$1.47M | 0.72% | 12 |
|
2018
Q1 | $1.7M | Sell |
10,136
-9,952
| -50% | -$1.67M | 0.36% | 17 |
|
2017
Q4 | $3.4M | Buy |
+20,088
| New | +$3.4M | 0.72% | 13 |
|