Marcuard Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $351K | Hold |
15,400
| – | – | 0.75% | 21 |
|
|
2014
Q2 | $314K | Sell |
15,400
-2,800
| -15% | -$57.1K | 0.71% | 21 |
|
|
2014
Q1 | $349K | Hold |
18,200
| – | – | 0.84% | 21 |
|
|
2013
Q4 | $365K | Hold |
18,200
| – | – | 0.78% | 25 |
|
|
2013
Q3 | $310K | Hold |
18,200
| – | – | 0.59% | 31 |
|
|
2013
Q2 | $258K | Buy |
+18,200
| New | +$258K | 0.41% | 32 |
|