KKAMG
Kernodle & Katon Asset Management Group’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $318K | Sell |
2,212
-148
| -6% | -$21.3K | 0.19% | 75 |
|
2016
Q4 | $273K | Sell |
2,360
-743
| -24% | -$85.9K | 0.16% | 74 |
|
2016
Q3 | $351K | Hold |
3,103
| – | – | 0.22% | 69 |
|
2016
Q2 | $297K | Buy |
3,103
+50
| +2% | +$4.79K | 0.27% | 40 |
|
2016
Q1 | $333K | Buy |
3,053
+275
| +10% | +$30K | 0.32% | 38 |
|
2015
Q4 | $292K | Buy |
+2,778
| New | +$292K | 0.28% | 20 |
|