SMH Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,004
| Closed | -$234K | – | 46 |
|
|
2024
Q3 | $234K | Buy |
1,004
+13
| +1% | +$3.03K | 0.72% | 34 |
|
|
2024
Q2 | $209K | Buy |
+991
| New | +$209K | 0.64% | 37 |
|
|
2019
Q4 | – | Sell |
-6,840
| Closed | -$383K | – | 44 |
|
|
2019
Q3 | $383K | Buy |
6,840
+156
| +2% | +$8.74K | 0.84% | 14 |
|
|
2019
Q2 | $331K | Buy |
6,684
+4
| +0.1% | +$198 | 0.81% | 18 |
|
|
2019
Q1 | $317K | Buy |
6,680
+188
| +3% | +$8.92K | 0.61% | 20 |
|
|
2018
Q4 | $256K | Buy |
+6,492
| New | +$256K | 0.52% | 17 |
|