PVWM
Point View Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.59M | Buy |
12,013
+176
| +1% | +$23.4K | 0.65% | 46 |
|
|
2020
Q3 | $1.37M | Buy |
11,837
+9,091
| +331% | +$98.8K | 0.65% | 46 |
|
|
2020
Q2 | $1M | Sell |
2,746
-56
| -2% | -$20.4K | 0.48% | 67 |
|
|
2020
Q1 | $713K | Sell |
2,802
-571
| -17% | -$145K | 0.39% | 90 |
|
|
2019
Q4 | $991K | Buy |
3,373
+280
| +9% | +$82.3K | 0.41% | 82 |
|
|
2019
Q3 | $693K | Sell |
3,093
-1,077
| -26% | -$241K | 0.31% | 107 |
|
|
2019
Q2 | $825K | Sell |
4,170
-7
| -0.2% | -$1.39K | 0.35% | 94 |
|
|
2019
Q1 | $794K | Sell |
4,177
-1,117
| -21% | -$212K | 0.35% | 99 |
|
|
2018
Q4 | $835K | Sell |
5,294
-804
| -13% | -$127K | 0.42% | 83 |
|
|
2018
Q3 | $1.38M | Buy |
6,098
+727
| +14% | +$164K | 0.61% | 48 |
|
|
2018
Q2 | $994K | Buy |
5,371
+1,022
| +23% | +$189K | 0.46% | 67 |
|
|
2018
Q1 | $730K | Buy |
4,349
+102
| +2% | +$17.1K | 0.35% | 103 |
|
|
2017
Q4 | $719K | Sell |
4,247
-497
| -10% | -$84.1K | 0.34% | 104 |
|
|
2017
Q3 | $732K | Sell |
4,744
-178
| -4% | -$27.5K | 0.35% | 106 |
|
|
2017
Q2 | $709K | Sell |
4,922
-112
| -2% | -$16.1K | 0.35% | 105 |
|
|
2017
Q1 | $723K | Buy |
5,034
+984
| +24% | +$141K | 0.37% | 96 |
|
|
2016
Q4 | $469K | Buy |
+4,050
| New | +$469K | 0.27% | 131 |
|
|
2016
Q3 | – | Sell |
-4,372
| Closed | -$418K | – | 238 |
|
|
2016
Q2 | $418K | Buy |
4,372
+711
| +19% | +$68K | 0.25% | 132 |
|
|
2016
Q1 | $399K | Buy |
3,661
+133
| +4% | +$14.5K | 0.26% | 127 |
|
|
2015
Q4 | $371K | Sell |
3,528
-488
| -12% | -$51.3K | 0.27% | 130 |
|
|
2015
Q3 | $443K | Sell |
4,016
-174
| -4% | -$19.2K | 0.35% | 101 |
|
|
2015
Q2 | $526K | Buy |
4,190
+1,171
| +39% | +$147K | 0.41% | 90 |
|
|
2015
Q1 | $376K | Buy |
3,019
+113
| +4% | +$14.1K | 0.29% | 121 |
|
|
2014
Q4 | $321K | Buy |
2,906
+94
| +3% | +$10.4K | 0.24% | 133 |
|
|
2014
Q3 | $283K | Sell |
2,812
-86
| -3% | -$8.66K | 0.24% | 137 |
|
|
2014
Q2 | $269K | Buy |
2,898
+2,484
| +600% | – | 0.23% | 143 |
|
|
2014
Q1 | $222K | Hold |
414
| – | – | 0.2% | 152 |
|
|
2013
Q4 | $232K | Buy |
+414
| New | +$232K | 0.22% | 148 |
|