Lee Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.87M | Sell |
68,504
-3,496
| -5% | -$147K | 2.17% | 11 |
|
|
2017
Q4 | $3.05M | Sell |
72,000
-10,000
| -12% | -$423K | 2.59% | 8 |
|
|
2017
Q3 | $3.16M | Buy |
82,000
+4,000
| +5% | +$154K | 2.56% | 6 |
|
|
2017
Q2 | $2.81M | Hold |
78,000
| – | – | 2.5% | 4 |
|
|
2017
Q1 | $2.8M | Sell |
78,000
-40,000
| -34% | -$1.44M | 2.5% | 4 |
|
|
2016
Q4 | $3.42M | Buy |
+118,000
| New | +$3.42M | 3.22% | 3 |
|