Partner Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-29,600
| Closed | -$1.67M | – | 87 |
|
|
2018
Q3 | $1.67M | Buy |
29,600
+17,292
| +140% | +$976K | 1.28% | 23 |
|
|
2018
Q2 | $570K | Buy |
+12,308
| New | +$570K | 0.46% | 69 |
|
|
2017
Q3 | – | Sell |
-11,820
| Closed | -$426K | – | 75 |
|
|
2017
Q2 | $426K | Sell |
11,820
-9,256
| -44% | -$334K | 0.57% | 52 |
|
|
2017
Q1 | $757K | Buy |
+21,076
| New | +$757K | 0.92% | 42 |
|
|
2016
Q4 | – | Sell |
-61,560
| Closed | -$1.74M | – | 83 |
|
|
2016
Q3 | $1.74M | Buy |
61,560
+52,732
| +597% | +$1.49M | 2.58% | 8 |
|
|
2016
Q2 | $211K | Sell |
8,828
-66,232
| -88% | -$1.58M | 0.35% | 57 |
|
|
2016
Q1 | $2.05M | Buy |
+75,060
| New | +$2.05M | 3.33% | 5 |
|
|
2015
Q3 | – | Sell |
-40,292
| Closed | -$1.26M | – | 63 |
|
|
2015
Q2 | $1.26M | Buy |
40,292
+13,552
| +51% | +$425K | 1.78% | 20 |
|
|
2015
Q1 | $832K | Buy |
+26,740
| New | +$832K | 1.25% | 34 |
|
|
2013
Q4 | – | Sell |
-313,376
| Closed | -$5.34M | – | 60 |
|
|
2013
Q3 | $5.34M | Buy |
+313,376
| New | +$5.34M | 1.42% | 25 |
|