LS
Lupo Securities’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.05M | Buy |
9,550
+4,310
| +82% | +$475K | 7.92% | 2 |
|
|
2015
Q2 | $657K | Sell |
5,240
-4,235
| -45% | -$531K | 2.63% | 9 |
|
|
2015
Q1 | $1.18M | Sell |
9,475
-1,013,585
| -99% | -$126M | 1.85% | 8 |
|
|
2014
Q4 | $113M | Buy |
+1,023,060
| New | +$113M | 55.05% | 1 |
|