KIA
Kopp Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.01M | Hold |
4,494
| – | – | 1.85% | 19 |
|
|
2019
Q2 | $889K | Sell |
4,494
-2,842
| -39% | -$562K | 1.01% | 20 |
|
|
2019
Q1 | $1.39M | Sell |
7,336
-126
| -2% | -$23.9K | 1.13% | 21 |
|
|
2018
Q4 | $1.18M | Buy |
7,462
+69
| +0.9% | +$10.9K | 1.15% | 23 |
|
|
2018
Q3 | $1.67M | Sell |
7,393
-130
| -2% | -$29.3K | 1.4% | 24 |
|
|
2018
Q2 | $1.39M | Buy |
7,523
+274
| +4% | +$50.7K | 1.31% | 25 |
|
|
2018
Q1 | $1.22M | Sell |
7,249
-212
| -3% | -$35.6K | 1.24% | 28 |
|
|
2017
Q4 | $1.26M | Buy |
7,461
+601
| +9% | +$102K | 1.27% | 30 |
|
|
2017
Q3 | $1.06M | Sell |
6,860
-147
| -2% | -$22.7K | 0.97% | 33 |
|
|
2017
Q2 | $1.01M | Sell |
7,007
-23
| -0.3% | -$3.31K | 0.9% | 32 |
|
|
2017
Q1 | $1.01M | Buy |
7,030
+1,495
| +27% | +$215K | 0.99% | 31 |
|
|
2016
Q4 | $641K | Buy |
5,535
+3,645
| +193% | +$422K | 0.68% | 47 |
|
|
2016
Q3 | $214K | Buy |
+1,890
| New | +$214K | 0.21% | 61 |
|
|
2016
Q2 | – | Sell |
-2,030
| Closed | -$221K | – | 63 |
|
|
2016
Q1 | $221K | Hold |
2,030
| – | – | 0.12% | 60 |
|
|
2015
Q4 | $214K | Buy |
2,030
+150
| +8% | +$15.8K | 0.11% | 60 |
|
|
2015
Q3 | $207K | Hold |
1,880
| – | – | 0.11% | 61 |
|
|
2015
Q2 | $236K | Buy |
1,880
+200
| +12% | +$25.1K | 0.11% | 62 |
|
|
2015
Q1 | $209K | Buy |
+1,680
| New | +$209K | 0.09% | 68 |
|