Smith Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.88M | Sell |
33,514
-9,278
| -22% | -$1.07M | 2.38% | 11 |
|
|
2020
Q2 | $3.9M | Buy |
42,792
+12
| +0% | +$1.1K | 2.57% | 11 |
|
|
2020
Q1 | $2.72M | Buy |
42,780
+68
| +0.2% | +$4.32K | 2.06% | 13 |
|
|
2019
Q4 | $3.14M | Sell |
42,712
-456
| -1% | -$33.5K | 2% | 13 |
|
|
2019
Q3 | $2.42M | Buy |
43,168
+220
| +0.5% | +$12.3K | 1.77% | 12 |
|
|
2019
Q2 | $2.13M | Buy |
42,948
+100
| +0.2% | +$4.95K | 1.56% | 14 |
|
|
2019
Q1 | $2.04M | Buy |
42,848
+3,040
| +8% | +$144K | 1.59% | 15 |
|
|
2018
Q4 | $1.57M | Buy |
+39,808
| New | +$1.57M | 1.29% | 16 |
|