Northstar Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.6M | Sell |
65,663
-10,965
| -14% | -$1.27M | 3.54% | 1 |
|
|
2020
Q2 | $6.99M | Sell |
76,628
-2,496
| -3% | -$228K | 2.92% | 2 |
|
|
2020
Q1 | $5.03M | Buy |
79,124
+8,144
| +11% | +$518K | 2.56% | 6 |
|
|
2019
Q4 | $5.21M | Sell |
70,980
-4,492
| -6% | -$330K | 2.13% | 9 |
|
|
2019
Q3 | $4.23M | Sell |
75,472
-7,216
| -9% | -$404K | 1.85% | 11 |
|
|
2019
Q2 | $4.09M | Sell |
82,688
-1,640
| -2% | -$81.1K | 1.82% | 12 |
|
|
2019
Q1 | $4.01M | Sell |
84,328
-3,064
| -4% | -$146K | 1.83% | 13 |
|
|
2018
Q4 | $3.45M | Buy |
87,392
+4,096
| +5% | +$162K | 1.81% | 13 |
|
|
2018
Q3 | $4.7M | Buy |
83,296
+7,248
| +10% | +$409K | 2.25% | 6 |
|
|
2018
Q2 | $3.52M | Sell |
76,048
-1,004
| -1% | -$46.5K | 1.76% | 10 |
|
|
2018
Q1 | $3.23M | Buy |
77,052
+920
| +1% | +$38.6K | 1.65% | 12 |
|
|
2017
Q4 | $3.32M | Sell |
76,132
-88
| -0.1% | -$3.84K | 2.95% | 2 |
|
|
2017
Q3 | $2.97M | Buy |
76,220
+11,108
| +17% | +$433K | 2.9% | 4 |
|
|
2017
Q2 | $2.36M | Buy |
65,112
+2,312
| +4% | +$83.8K | 2.16% | 7 |
|
|
2017
Q1 | $2.26M | Buy |
+62,800
| New | +$2.26M | 2.1% | 8 |
|