Shine Investment Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.8M | Buy |
41,408
+9,820
| +31% | +$1.14M | 1.63% | 11 |
|
|
2020
Q2 | $2.88M | Buy |
31,588
+548
| +2% | +$50K | 1.05% | 14 |
|
|
2020
Q1 | $1.97M | Buy |
31,040
+1,620
| +6% | +$103K | 0.92% | 21 |
|
|
2019
Q4 | $2.16M | Buy |
29,420
+2,788
| +10% | +$205K | 0.86% | 24 |
|
|
2019
Q3 | $1.49M | Buy |
26,632
+4,416
| +20% | +$247K | 0.71% | 25 |
|
|
2019
Q2 | $1.1M | Sell |
22,216
-2,328
| -9% | -$115K | 0.51% | 37 |
|
|
2019
Q1 | $1.17M | Buy |
24,544
+2,056
| +9% | +$97.6K | 0.54% | 36 |
|
|
2018
Q4 | $887K | Sell |
22,488
-780
| -3% | -$30.8K | 0.44% | 41 |
|
|
2018
Q3 | $1.31M | Buy |
23,268
+1,524
| +7% | +$86K | 0.69% | 26 |
|
|
2018
Q2 | $1.01M | Buy |
21,744
+2,008
| +10% | +$92.9K | 0.51% | 33 |
|
|
2018
Q1 | $828K | Sell |
19,736
-1,820
| -8% | -$76.4K | 0.44% | 37 |
|
|
2017
Q4 | $912K | Sell |
21,556
-76
| -0.4% | -$3.22K | 0.45% | 35 |
|
|
2017
Q3 | $833K | Buy |
21,632
+1,020
| +5% | +$39.3K | 0.43% | 36 |
|
|
2017
Q2 | $742K | Buy |
20,612
+4,032
| +24% | +$145K | 0.38% | 37 |
|
|
2017
Q1 | $596K | Buy |
+16,580
| New | +$596K | 0.39% | 37 |
|