OAM
Optimal Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.58M | Buy |
25,268
+48
| +0.2% | +$6.79K | 0.45% | 78 |
|
|
2021
Q2 | $3.45M | Hold |
25,220
| – | – | 0.41% | 85 |
|
|
2021
Q1 | $3.08M | Sell |
25,220
-4,200
| -14% | -$513K | 0.4% | 80 |
|
|
2020
Q4 | $3.9M | Buy |
29,420
+15
| +0.1% | +$1.99K | 0.55% | 44 |
|
|
2020
Q3 | $3.41M | Buy |
29,405
+22,265
| +312% | +$2.58M | 0.49% | 53 |
|
|
2020
Q2 | $2.61M | Sell |
7,140
-10,512
| -60% | -$3.84M | 0.42% | 72 |
|
|
2020
Q1 | $4.49K | Buy |
17,652
+7,022
| +66% | +$1.79K | 0.42% | 71 |
|
|
2019
Q4 | $3.12M | Buy |
+10,630
| New | +$3.12M | 0.47% | 52 |
|