KCP
KDI Capital Partners’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $207K | Sell |
1,464
-2,192
| -60% | -$310K | 0.07% | 32 |
|
2021
Q2 | $501K | Hold |
3,656
| – | – | 0.17% | 31 |
|
2021
Q1 | $447K | Sell |
3,656
-3,404
| -48% | -$416K | 0.17% | 29 |
|
2020
Q4 | $937K | Buy |
7,060
+3,404
| +93% | +$452K | 0.42% | 26 |
|
2020
Q3 | $423K | Buy |
3,656
+2,742
| +300% | +$317K | 0.21% | 28 |
|
2020
Q2 | $333K | Hold |
914
| – | – | 0.17% | 29 |
|
2020
Q1 | $232K | Hold |
914
| – | – | 0.11% | 30 |
|
2019
Q4 | $268K | Hold |
914
| – | – | 0.1% | 30 |
|
2019
Q3 | $205K | Buy |
+914
| New | +$205K | 0.08% | 32 |
|