King Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,548
| Closed | -$208K | – | 5 |
|
|
2015
Q3 | $208K | Sell |
7,548
-29,612
| -80% | -$816K | 1.41% | 21 |
|
|
2015
Q2 | $1.17M | Sell |
37,160
-178,912
| -83% | -$5.63M | 2.69% | 9 |
|
|
2015
Q1 | $6.72M | Sell |
216,072
-212,316
| -50% | -$6.6M | 3.2% | 8 |
|
|
2014
Q4 | $11.9M | Buy |
428,388
+3,656
| +0.9% | +$101K | 5.29% | 1 |
|
|
2014
Q3 | $10.7M | Buy |
424,732
+35,704
| +9% | +$899K | 4.87% | 1 |
|
|
2014
Q2 | $9.04M | Sell |
389,028
-41,472
| -10% | -$963K | 3.85% | 1 |
|
|
2014
Q1 | $8.25M | Buy |
430,500
+8,540
| +2% | +$164K | 3.78% | 2 |
|
|
2013
Q4 | $8.46M | Buy |
421,960
+41,580
| +11% | +$833K | 3.86% | 2 |
|
|
2013
Q3 | $6.48M | Sell |
380,380
-6,132
| -2% | -$104K | 2.79% | 10 |
|
|
2013
Q2 | $5.47M | Buy |
+386,512
| New | +$5.47M | 2.27% | 17 |
|