SPC
Salient Private Client’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $15.9M | Sell |
70,322
-1,786
| -2% | -$403K | 3.1% | 5 |
|
|
2018
Q2 | $13.3M | Sell |
72,108
-7,771
| -10% | -$1.44M | 2.25% | 7 |
|
|
2018
Q1 | $13.4M | Buy |
79,879
+6,959
| +10% | +$1.17M | 2.35% | 6 |
|
|
2017
Q4 | $12.3M | Buy |
+72,920
| New | +$12.3M | 2.53% | 6 |
|