Roof Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $5.81M | Sell |
117,488
-4,008
| -3% | -$198K | 3.38% | 8 |
|
|
2019
Q1 | $5.77M | Sell |
121,496
-7,412
| -6% | -$352K | 3.73% | 6 |
|
|
2018
Q4 | $5.08M | Buy |
128,908
+27,600
| +27% | +$1.09M | 3.63% | 9 |
|
|
2018
Q3 | $5.72M | Sell |
101,308
-12,504
| -11% | -$706K | 3.06% | 9 |
|
|
2018
Q2 | $5.27M | Sell |
113,812
-55,476
| -33% | -$2.57M | 2.88% | 12 |
|
|
2018
Q1 | $7.1M | Buy |
169,288
+51,720
| +44% | +$2.17M | 3.58% | 8 |
|
|
2017
Q4 | $4.97M | Buy |
+117,568
| New | +$4.97M | 2.83% | 13 |
|