Karpus Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,780
| Closed | -$340K | – | 297 |
|
|
2021
Q1 | $340K | Buy |
+2,780
| New | +$340K | 0.01% | 261 |
|
|
2015
Q4 | – | Sell |
-7,280
| Closed | -$201K | – | 203 |
|
|
2015
Q3 | $201K | Hold |
7,280
| – | – | 0.01% | 195 |
|
|
2015
Q2 | $228K | Buy |
7,280
+600
| +9% | +$18.8K | 0.01% | 193 |
|
|
2015
Q1 | $208K | Buy |
+6,680
| New | +$208K | 0.01% | 188 |
|