Parasol Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $131K | Sell |
3,640
-12,296
| -77% | -$443K | 0.21% | 37 |
|
|
2016
Q4 | $461K | Hold |
15,936
| – | – | 0.48% | 37 |
|
|
2016
Q3 | $450K | Buy |
15,936
+680
| +4% | +$19.2K | 0.47% | 36 |
|
|
2016
Q2 | $365K | Sell |
15,256
-1,480
| -9% | -$35.4K | 0.38% | 43 |
|
|
2016
Q1 | $456K | Buy |
16,736
+120
| +0.7% | +$3.27K | 0.44% | 31 |
|
|
2015
Q4 | $437K | Buy |
16,616
+2,984
| +22% | +$78.5K | 0.42% | 32 |
|
|
2015
Q3 | $376K | Sell |
13,632
-1,836
| -12% | -$50.6K | 0.34% | 36 |
|
|
2015
Q2 | $485K | Sell |
15,468
-2,700
| -15% | -$84.7K | 0.33% | 47 |
|
|
2015
Q1 | $565K | Hold |
18,168
| – | – | 0.36% | 44 |
|
|
2014
Q4 | $501K | Buy |
18,168
+5,256
| +41% | +$145K | 0.35% | 43 |
|
|
2014
Q3 | $325K | Sell |
12,912
-428
| -3% | -$10.8K | 0.23% | 49 |
|
|
2014
Q2 | $310K | Buy |
13,340
+572
| +4% | +$13.3K | 0.21% | 46 |
|
|
2014
Q1 | $245K | Buy |
12,768
+2,828
| +28% | +$54.3K | 0.17% | 32 |
|
|
2013
Q4 | $199K | Buy |
+9,940
| New | +$199K | 0.13% | 31 |
|