KFP
Keystone Financial Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,604
| Closed | -$3.87M | – | 45 |
|
|
2020
Q2 | $3.87M | Sell |
10,604
-41
| -0.4% | -$15K | 1.91% | 27 |
|
|
2020
Q1 | $2.71M | Sell |
10,645
-189
| -2% | -$48.1K | 1.55% | 25 |
|
|
2019
Q4 | $3.18M | Hold |
10,834
| – | – | 1.42% | 31 |
|
|
2019
Q3 | $2.43M | Hold |
10,834
| – | – | 1.16% | 33 |
|
|
2019
Q2 | $2.14M | Hold |
10,834
| – | – | 1.05% | 35 |
|
|
2019
Q1 | $2.06M | Hold |
10,834
| – | – | 1.02% | 34 |
|
|
2018
Q4 | $1.71M | Hold |
10,834
| – | – | 0.95% | 34 |
|
|
2018
Q3 | $2.45M | Hold |
10,834
| – | – | 1.25% | 32 |
|
|
2018
Q2 | $2.01M | Hold |
10,834
| – | – | 1.1% | 31 |
|
|
2018
Q1 | $1.82M | Sell |
10,834
-95
| -0.9% | -$15.9K | 1.01% | 36 |
|
|
2017
Q4 | $1.85M | Hold |
10,929
| – | – | 0.99% | 35 |
|
|
2017
Q3 | $1.68M | Sell |
10,929
-1,204
| -10% | -$186K | 0.95% | 33 |
|
|
2017
Q2 | $1.75M | Buy |
12,133
+7
| +0.1% | +$1.01K | 1.06% | 34 |
|
|
2017
Q1 | $1.74M | Hold |
12,126
| – | – | 1.08% | 32 |
|
|
2016
Q4 | $1.4M | Sell |
12,126
-491
| -4% | -$56.9K | 0.92% | 33 |
|
|
2016
Q3 | $1.43M | Sell |
12,617
-121
| -0.9% | -$13.7K | 0.94% | 33 |
|
|
2016
Q2 | $1.22M | Sell |
12,738
-258
| -2% | -$24.7K | 0.82% | 32 |
|
|
2016
Q1 | $1.42M | Sell |
12,996
-1,013
| -7% | -$110K | 1.01% | 33 |
|
|
2015
Q4 | $1.48M | Sell |
14,009
-26
| -0.2% | -$2.74K | 1.12% | 31 |
|
|
2015
Q3 | $1.55M | Sell |
14,035
-37,038
| -73% | -$4.09M | 1.25% | 28 |
|
|
2015
Q2 | $6.41M | Sell |
51,073
-182
| -0.4% | -$22.8K | 4.9% | 1 |
|
|
2015
Q1 | $6.38M | Hold |
51,255
| – | – | 4.85% | 1 |
|
|
2014
Q4 | $5.66M | Sell |
51,255
-196
| -0.4% | -$21.6K | 4.17% | 3 |
|
|
2014
Q3 | $5.18M | Buy |
51,451
+1
| +0% | +$101 | 3.91% | 6 |
|
|
2014
Q2 | $4.78M | Buy |
51,450
+44,528
| +643% | +$4.14M | 3.6% | 11 |
|
|
2014
Q1 | $3.72M | Buy |
6,922
+330
| +5% | +$177K | 2.88% | 20 |
|
|
2013
Q4 | $3.7M | Buy |
+6,592
| New | +$3.7M | 2.96% | 20 |
|