RDM
Retirement Design & Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-57,036
| Closed | -$5.45M | – | 1 |
|
|
2016
Q2 | $5.45M | Buy |
57,036
+1,763
| +3% | +$169K | 3.41% | 7 |
|
|
2016
Q1 | $6.02M | Sell |
55,273
-46
| -0.1% | -$5.01K | 4.3% | 5 |
|
|
2015
Q4 | $5.82M | Sell |
55,319
-824
| -1% | -$86.7K | 3.25% | 10 |
|
|
2015
Q3 | $6.19M | Buy |
56,143
+601
| +1% | +$66.3K | 6.41% | 1 |
|
|
2015
Q2 | $6.97M | Sell |
55,542
-391
| -0.7% | -$49K | 5.98% | 2 |
|
|
2015
Q1 | $6.97M | Sell |
55,933
-286
| -0.5% | -$35.6K | 6.05% | 2 |
|
|
2014
Q4 | $6.21M | Buy |
+56,219
| New | +$6.21M | 4.7% | 3 |
|