SWM
Sequoia Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,147
| Closed | -$216K | – | 52 |
|
|
2019
Q1 | $216K | Sell |
1,147
-120
| -9% | -$22.6K | 0.18% | 71 |
|
|
2018
Q4 | $200K | Buy |
+1,267
| New | +$200K | 0.2% | 59 |
|
|
2018
Q1 | – | Sell |
-1,379
| Closed | -$239K | – | 56 |
|
|
2017
Q4 | $239K | Buy |
+1,379
| New | +$239K | 0.22% | 50 |
|