OptiFour Integrated Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.34M | Sell |
31,908
-1,760
| -5% | -$129K | 1.61% | 16 |
|
|
2019
Q3 | $1.89M | Sell |
33,668
-1,360
| -4% | -$76.1K | 1.34% | 17 |
|
|
2019
Q2 | $1.73M | Buy |
35,028
+9,336
| +36% | +$462K | 1.21% | 18 |
|
|
2019
Q1 | $1.22M | Sell |
25,692
-324
| -1% | -$15.4K | 1% | 16 |
|
|
2018
Q4 | $1.03M | Sell |
26,016
-156
| -0.6% | -$6.15K | 0.94% | 16 |
|
|
2018
Q3 | $1.48M | Sell |
26,172
-432
| -2% | -$24.4K | 1.22% | 16 |
|
|
2018
Q2 | $1.23M | Sell |
26,604
-2,104
| -7% | -$97.4K | 1.06% | 16 |
|
|
2018
Q1 | $1.2M | Sell |
28,708
-552
| -2% | -$23.2K | 1.01% | 17 |
|
|
2017
Q4 | $1.24M | Buy |
+29,260
| New | +$1.24M | 1.04% | 18 |
|