OA
Opes Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $448K | Sell |
2,841
-235
| -8% | -$37.1K | 0.32% | 30 |
|
|
2018
Q3 | $694K | Sell |
3,076
-12,358
| -80% | -$2.79M | 0.51% | 25 |
|
|
2018
Q2 | $2.86M | Buy |
15,434
+12,051
| +356% | +$2.23M | 2.09% | 17 |
|
|
2018
Q1 | $568K | Sell |
3,383
-263
| -7% | -$44.2K | 0.46% | 27 |
|
|
2017
Q4 | $617K | Sell |
3,646
-68,320
| -95% | -$11.6M | 0.44% | 29 |
|
|
2017
Q3 | $11.1M | Sell |
71,966
-21,887
| -23% | -$3.37M | 7.1% | 4 |
|
|
2017
Q2 | $14.1M | Buy |
93,853
+4,142
| +5% | +$624K | 8.76% | 2 |
|
|
2017
Q1 | $12.9M | Buy |
89,711
+66,939
| +294% | +$9.62M | 9.1% | 2 |
|
|
2016
Q4 | $2.62M | Buy |
+22,772
| New | +$2.62M | 2.69% | 15 |
|