Longer Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.95M | Sell |
41,112
-8,696
| -17% | -$369K | 2.31% | 23 |
|
|
2018
Q4 | $1.96M | Buy |
49,808
+1,528
| +3% | +$74.1K | 2.29% | 15 |
|
|
2018
Q3 | $2.73M | Sell |
48,280
-7,280
| -13% | -$379K | 2.62% | 15 |
|
|
2018
Q2 | $2.57M | Sell |
55,560
-4,352
| -7% | -$197K | 2.5% | 15 |
|
|
2018
Q1 | $2.51M | Sell |
59,912
-8,660
| -13% | -$373K | 2.75% | 13 |
|
|
2017
Q4 | $2.9M | Sell |
68,572
-1,600
| -2% | -$66.9K | 2.43% | 11 |
|
|
2017
Q3 | $2.7M | Sell |
70,172
-20,696
| -23% | -$803K | 2.41% | 10 |
|
|
2017
Q2 | $3.27M | Sell |
90,868
-2,060
| -2% | -$76.2K | 2.86% | 10 |
|
|
2017
Q1 | $3.34M | Buy |
92,928
+4,272
| +5% | +$141K | 3.21% | 10 |
|
|
2016
Q4 | $2.57M | Sell |
88,656
-29,032
| -25% | -$823K | 2.34% | 14 |
|
|
2016
Q3 | $3.33M | Buy |
117,688
+17,424
| +17% | +$461K | 2.89% | 8 |
|
|
2016
Q2 | $2.4M | Sell |
100,264
-16,324
| -14% | -$406K | 2.63% | 10 |
|
|
2016
Q1 | $3.18M | Buy |
116,588
+37,348
| +47% | +$931K | 2.63% | 9 |
|
|
2015
Q4 | $2.08M | Buy |
79,240
+1,996
| +3% | +$57K | 1.84% | 18 |
|
|
2015
Q3 | $2.13M | Sell |
77,244
-11,120
| -13% | -$326K | 2.51% | 11 |
|
|
2015
Q2 | $2.77M | Buy |
88,364
+14,940
| +20% | +$478K | 2.44% | 11 |
|
|
2015
Q1 | $2.28M | Sell |
73,424
-36,600
| -33% | -$1.11M | 1.74% | 18 |
|
|
2014
Q4 | $3.04M | Buy |
110,024
+8,712
| +9% | +$237K | 2.25% | 14 |
|
|
2014
Q3 | $2.55M | Sell |
101,312
-64,536
| -39% | -$1.58M | 2.06% | 17 |
|
|
2014
Q2 | $3.85M | Buy |
165,848
+25,148
| +18% | +$535K | 2.91% | 9 |
|
|
2014
Q1 | $2.7M | Buy |
140,700
+8,932
| +7% | +$170K | 2.14% | 13 |
|
|
2013
Q4 | $2.64M | Buy |
+131,768
| New | +$2.49M | 2.06% | 11 |
|
Other funds holding AAPL
