Long Wharf Investors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $1.56M | Buy |
67,052
+5,648
| +9% | +$131K | 1.22% | 20 |
|
|
2014
Q1 | $1.18M | Buy |
61,404
+10,920
| +22% | +$209K | 1.01% | 26 |
|
|
2013
Q4 | $1.01M | Buy |
50,484
+280
| +0.6% | +$5.61K | 0.92% | 29 |
|
|
2013
Q3 | $855K | Buy |
50,204
+1,316
| +3% | +$22.4K | 0.81% | 32 |
|
|
2013
Q2 | $692K | Buy |
+48,888
| New | +$692K | 0.68% | 42 |
|