Kays Financial Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.25M | Sell |
62,563
-7,953
| -11% | -$921K | 1.16% | 15 |
|
|
2020
Q2 | $6.43M | Sell |
70,516
-4,888
| -6% | -$446K | 1.12% | 15 |
|
|
2020
Q1 | $4.79M | Sell |
75,404
-5,132
| -6% | -$326K | 0.98% | 16 |
|
|
2019
Q4 | $5.91M | Sell |
80,536
-47,268
| -37% | -$3.47M | 1.04% | 18 |
|
|
2019
Q3 | $7.16M | Buy |
127,804
+9,716
| +8% | +$544K | 1.31% | 16 |
|
|
2019
Q2 | $5.84M | Buy |
118,088
+1,580
| +1% | +$78.2K | 1.07% | 19 |
|
|
2019
Q1 | $5.53M | Buy |
116,508
+40,776
| +54% | +$1.94M | 1.07% | 18 |
|
|
2018
Q4 | $2.99M | Buy |
75,732
+7,328
| +11% | +$289K | 0.68% | 30 |
|
|
2018
Q3 | $3.86M | Sell |
68,404
-864
| -1% | -$48.8K | 0.82% | 21 |
|
|
2018
Q2 | $3.21M | Buy |
69,268
+58,604
| +550% | +$2.71M | 0.7% | 23 |
|
|
2018
Q1 | $447K | Sell |
10,664
-66,408
| -86% | -$2.78M | 0.1% | 58 |
|
|
2017
Q4 | $3.26M | Buy |
77,072
+8,292
| +12% | +$351K | 0.95% | 16 |
|
|
2017
Q3 | $2.65M | Buy |
68,780
+29,272
| +74% | +$1.13M | 0.84% | 19 |
|
|
2017
Q2 | $1.42M | Buy |
39,508
+876
| +2% | +$31.6K | 0.48% | 33 |
|
|
2017
Q1 | $1.39M | Sell |
38,632
-3,124
| -7% | -$112K | 0.49% | 33 |
|
|
2016
Q4 | $1.21M | Buy |
+41,756
| New | +$1.21M | 0.47% | 34 |
|