Private Vista’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $2.06M | Sell |
22,624
-16,772
| -43% | -$1.53M | 1% | 22 |
|
2020
Q1 | $2.51M | Buy |
39,396
+1,192
| +3% | +$75.8K | 0.95% | 25 |
|
2019
Q4 | $2.8M | Buy |
38,204
+304
| +0.8% | +$22.3K | 0.76% | 24 |
|
2019
Q3 | $2.12M | Buy |
37,900
+4,368
| +13% | +$244K | 0.56% | 27 |
|
2019
Q2 | $1.66M | Sell |
33,532
-4,580
| -12% | -$227K | 0.42% | 33 |
|
2019
Q1 | $1.81M | Sell |
38,112
-860
| -2% | -$40.8K | 0.45% | 34 |
|
2018
Q4 | $1.54M | Buy |
38,972
+544
| +1% | +$21.4K | 0.36% | 39 |
|
2018
Q3 | $2.16M | Buy |
38,428
+832
| +2% | +$46.8K | 0.44% | 31 |
|
2018
Q2 | $1.74M | Sell |
37,596
-828
| -2% | -$38.3K | 0.4% | 37 |
|
2018
Q1 | $1.61M | Buy |
38,424
+27,956
| +267% | +$1.17M | 0.47% | 29 |
|
2017
Q4 | $443K | Sell |
10,468
-4,408
| -30% | -$187K | 0.13% | 50 |
|
2017
Q3 | $574K | Buy |
14,876
+4,152
| +39% | +$160K | 0.13% | 65 |
|
2017
Q2 | $398K | Buy |
+10,724
| New | +$398K | 0.1% | 54 |
|