LifePlan Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $590K | Buy |
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|
2020
Q2 | $404K | Hold |
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|
2020
Q1 | $282K | Buy |
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|
2019
Q4 | $315K | Sell |
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|
2019
Q3 | $258K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $218K | Hold |
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|
2018
Q4 | $181K | Sell |
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|
2018
Q3 | $272K | Sell |
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|
2018
Q2 | $226K | Buy |
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|
2018
Q1 | $198K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $883K | Buy |
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|
2016
Q1 | $1M | Buy |
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|
2015
Q4 | $950K | Buy |
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|
2015
Q3 | $990K | Buy |
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|
2015
Q2 | $1.12M | Buy |
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|
2015
Q1 | $1.09M | Hold |
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|
2014
Q4 | $970K | Sell |
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|
2014
Q3 | $895K | Buy |
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|
2014
Q2 | $816K | Sell |
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|
2014
Q1 | $726K | Hold |
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|
2013
Q4 | $759K | Sell |
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|
2013
Q3 | $779K | Sell |
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|
2013
Q2 | $655K | Buy |
|