LWM
LBA Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.58M | Sell |
17,955
-261
| -1% | -$37.5K | 1.36% | 11 |
|
|
2016
Q4 | $2.11M | Sell |
18,216
-3,685
| -17% | -$427K | 1.16% | 12 |
|
|
2016
Q3 | $2.48M | Buy |
21,901
+140
| +0.6% | +$15.8K | 1.4% | 11 |
|
|
2016
Q2 | $2.08M | Sell |
21,761
-110
| -0.5% | -$10.5K | 1.17% | 12 |
|
|
2016
Q1 | $2.38M | Sell |
21,871
-579
| -3% | -$63.1K | 1.38% | 12 |
|
|
2015
Q4 | $2.36M | Buy |
22,450
+1,649
| +8% | +$174K | 1.36% | 11 |
|
|
2015
Q3 | $2.29M | Buy |
20,801
+2,038
| +11% | +$225K | 1.45% | 9 |
|
|
2015
Q2 | $2.35M | Sell |
18,763
-521
| -3% | -$65.3K | 1.48% | 11 |
|
|
2015
Q1 | $2.4M | Buy |
19,284
+869
| +5% | +$108K | 1.51% | 11 |
|
|
2014
Q4 | $2.03M | Sell |
18,415
-1,649
| -8% | -$182K | 1.35% | 11 |
|
|
2014
Q3 | $2.02M | Sell |
20,064
-146
| -0.7% | -$14.7K | 1.4% | 12 |
|
|
2014
Q2 | $1.88M | Buy |
20,210
+17,304
| +595% | +$1.61M | 1.53% | 10 |
|
|
2014
Q1 | $1.56M | Sell |
2,906
-81
| -3% | -$43.5K | 1.28% | 15 |
|
|
2013
Q4 | $1.68M | Buy |
+2,987
| New | +$1.68M | 1.38% | 13 |
|