PHH Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $3.31M | Sell |
45,132
-1,296
| -3% | -$95.1K | 0.88% | 17 |
|
2019
Q3 | $2.6M | Sell |
46,428
-10,192
| -18% | -$571K | 0.72% | 17 |
|
2019
Q2 | $2.8M | Sell |
56,620
-1,960
| -3% | -$97K | 0.8% | 18 |
|
2019
Q1 | $2.78M | Buy |
58,580
+176
| +0.3% | +$8.36K | 0.81% | 18 |
|
2018
Q4 | $2.3M | Sell |
58,404
-32
| -0.1% | -$1.26K | 0.74% | 18 |
|
2018
Q3 | $3.3M | Buy |
58,436
+20,440
| +54% | +$1.15M | 0.96% | 13 |
|
2018
Q2 | $1.76M | Buy |
37,996
+1,892
| +5% | +$87.5K | 0.53% | 18 |
|
2018
Q1 | $1.51M | Sell |
36,104
-4,768
| -12% | -$200K | 0.47% | 22 |
|
2017
Q4 | $1.73M | Buy |
40,872
+2,288
| +6% | +$96.8K | 0.53% | 20 |
|
2017
Q3 | $1.49M | Sell |
38,584
-672
| -2% | -$25.9K | 0.5% | 21 |
|
2017
Q2 | $1.41M | Sell |
39,256
-4,040
| -9% | -$145K | 0.49% | 25 |
|
2017
Q1 | $1.58M | Buy |
43,296
+17,480
| +68% | +$639K | 0.58% | 16 |
|
2016
Q4 | $787K | Buy |
+25,816
| New | +$787K | 0.32% | 56 |
|