KA
Kaizen Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.54M | Sell |
16,079
-483
| -3% | -$76.2K | 1.76% | 2 |
|
|
2018
Q3 | $3.74M | Buy |
16,562
+4,702
| +40% | +$1.06M | 1.95% | 2 |
|
|
2018
Q2 | $2.2M | Buy |
11,860
+6,898
| +139% | +$1.28M | 1.12% | 2 |
|
|
2018
Q1 | $833K | Sell |
4,962
-6,507
| -57% | -$1.09M | 0.82% | 4 |
|
|
2017
Q4 | $1.94M | Buy |
+11,469
| New | +$1.94M | 1.16% | 10 |
|