ParenteBeard Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $33.2K | Sell |
14,644
-125,620
| -90% | -$285K | 0.39% | 28 |
|
|
2014
Q3 | $3.53M | Buy |
140,264
+8,064
| +6% | +$203K | 1.48% | 15 |
|
|
2014
Q2 | $3.07M | Sell |
132,200
-1,640
| -1% | -$38.1K | 1.35% | 14 |
|
|
2014
Q1 | $2.57M | Sell |
133,840
-336
| -0.3% | -$6.44K | 1.27% | 15 |
|
|
2013
Q4 | $2.69M | Buy |
134,176
+10,080
| +8% | +$202K | 1.06% | 18 |
|
|
2013
Q3 | $2.11M | Sell |
124,096
-2,352
| -2% | -$40K | 1.03% | 21 |
|
|
2013
Q2 | $1.79M | Buy |
+126,448
| New | +$1.79M | 0.81% | 28 |
|