PEA
Pacific Edge Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.27M | Buy |
9,005
+1,012
| +13% | +$143K | 0.62% | 21 |
|
|
2021
Q2 | $1.1M | Sell |
7,993
-1,899
| -19% | -$260K | 0.57% | 19 |
|
|
2021
Q1 | $1.21M | Hold |
9,892
| – | – | 0.58% | 20 |
|
|
2020
Q4 | $1.31M | Sell |
9,892
-676
| -6% | -$89.7K | 0.68% | 20 |
|
|
2020
Q3 | $1.22M | Buy |
10,568
+7,921
| +299% | +$917K | 0.7% | 20 |
|
|
2020
Q2 | $966K | Sell |
2,647
-20
| -0.7% | -$7.3K | 0.57% | 21 |
|
|
2020
Q1 | $678K | Buy |
2,667
+116
| +5% | +$29.5K | 0.48% | 20 |
|
|
2019
Q4 | $749K | Buy |
2,551
+753
| +42% | +$221K | 0.46% | 26 |
|
|
2019
Q3 | $403K | Hold |
1,798
| – | – | 0.26% | 30 |
|
|
2019
Q2 | $356K | Sell |
1,798
-135
| -7% | -$26.7K | 0.24% | 29 |
|
|
2019
Q1 | $367K | Sell |
1,933
-45
| -2% | -$8.54K | 0.22% | 33 |
|
|
2018
Q4 | $312K | Sell |
1,978
-231
| -10% | -$36.4K | 0.2% | 33 |
|
|
2018
Q3 | $499K | Hold |
2,209
| – | – | 0.28% | 21 |
|
|
2018
Q2 | $409K | Sell |
2,209
-2,516
| -53% | -$466K | 0.23% | 28 |
|
|
2018
Q1 | $793K | Buy |
4,725
+2,017
| +74% | +$339K | 0.49% | 15 |
|
|
2017
Q4 | $458K | Buy |
+2,708
| New | +$458K | 0.32% | 16 |
|