SMA
Simply Money Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,163
| Closed | -$269K | – | 21 |
|
|
2015
Q1 | $269K | Buy |
2,163
+8
| +0.4% | +$995 | 0.04% | 22 |
|
|
2014
Q4 | $238K | Buy |
2,155
+9
| +0.4% | +$994 | 0.04% | 24 |
|
|
2014
Q3 | $216K | Buy |
+2,146
| New | +$216K | 0.03% | 23 |
|
|
2014
Q2 | – | Sell |
-303
| Closed | -$163K | – | 22 |
|
|
2014
Q1 | $163K | Buy |
303
+1
| +0.3% | +$538 | 0.03% | 21 |
|
|
2013
Q4 | $169K | Sell |
302
-223
| -42% | -$125K | 0.03% | 19 |
|
|
2013
Q3 | $250K | Sell |
525
-100
| -16% | -$47.6K | 0.04% | 20 |
|
|
2013
Q2 | $248K | Buy |
+625
| New | +$248K | 0.04% | 26 |
|