PSI
Pinnacle Summer Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $14.9M | Buy |
141,832
+45,380
| +47% | +$4.77M | 2.2% | 7 |
|
|
2015
Q3 | $11M | Buy |
96,452
+10,679
| +12% | +$1.21M | 1.88% | 3 |
|
|
2015
Q2 | $10.8M | Sell |
85,773
-17,690
| -17% | -$2.22M | 2.27% | 4 |
|
|
2015
Q1 | $12.9M | Sell |
103,463
-943
| -0.9% | -$117K | 1.78% | 6 |
|
|
2014
Q4 | $12.1M | Sell |
104,406
-13,845
| -12% | -$1.61M | 1.49% | 9 |
|
|
2014
Q3 | $11.9M | Sell |
118,251
-14,138
| -11% | -$1.42M | 1.32% | 12 |
|
|
2014
Q2 | $12.8M | Buy |
132,389
+109,493
| +478% | +$10.6M | 1.49% | 10 |
|
|
2014
Q1 | $13.5M | Buy |
22,896
+1,172
| +5% | +$692K | 1.71% | 10 |
|
|
2013
Q4 | $12.2M | Sell |
21,724
-6,588
| -23% | -$3.7M | 1.66% | 9 |
|
|
2013
Q3 | $13.5M | Buy |
28,312
+20,104
| +245% | +$9.58M | 2.39% | 7 |
|
|
2013
Q2 | $3.25M | Buy |
+8,208
| New | +$3.25M | 0.8% | 17 |
|