SBA
Secrest Blakey & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.89M | Buy |
16,298
+13,551
| +493% | +$1.57M | 4.32% | 4 |
|
|
2020
Q2 | $1M | Buy |
2,747
+1
| +0% | +$365 | 2.42% | 13 |
|
|
2020
Q1 | $698K | Sell |
2,746
-533
| -16% | -$135K | 1.9% | 20 |
|
|
2019
Q4 | $963K | Sell |
3,279
-7,040
| -68% | -$2.07M | 2.12% | 16 |
|
|
2019
Q3 | $2.31M | Sell |
10,319
-64
| -0.6% | -$14.3K | 1.91% | 15 |
|
|
2019
Q2 | $2.06M | Buy |
10,383
+148
| +1% | +$29.3K | 1.79% | 15 |
|
|
2019
Q1 | $1.94M | Sell |
10,235
-1,913
| -16% | -$363K | 1.89% | 14 |
|
|
2018
Q4 | $1.92M | Buy |
12,148
+729
| +6% | +$115K | 1.6% | 15 |
|
|
2018
Q3 | $2.58M | Sell |
11,419
-258
| -2% | -$58.2K | 1.99% | 11 |
|
|
2018
Q2 | $2.16M | Buy |
11,677
+208
| +2% | +$38.5K | 1.7% | 12 |
|
|
2018
Q1 | $1.92M | Buy |
+11,469
| New | +$1.92M | 1.64% | 14 |
|