SHA
Smith Hayes Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $9.88M | Buy |
90,628
+5,358
| +6% | +$584K | 2.01% | 5 |
|
|
2015
Q4 | $8.98M | Sell |
85,270
-4,702
| -5% | -$495K | 1.89% | 6 |
|
|
2015
Q3 | $9.92M | Buy |
89,972
+144
| +0.2% | +$15.9K | 2.15% | 5 |
|
|
2015
Q2 | $11.3M | Buy |
89,828
+12,069
| +16% | +$1.51M | 2.23% | 4 |
|
|
2015
Q1 | $9.68M | Buy |
77,759
+4,167
| +6% | +$519K | 1.92% | 7 |
|
|
2014
Q4 | $8.12M | Buy |
73,592
+2,842
| +4% | +$314K | 1.69% | 8 |
|
|
2014
Q3 | $7.13M | Sell |
70,750
-8,046
| -10% | -$811K | 1.67% | 9 |
|
|
2014
Q2 | $7.32M | Buy |
78,796
+67,415
| +592% | +$6.26M | 1.72% | 8 |
|
|
2014
Q1 | $6.11M | Buy |
11,381
+5,623
| +98% | +$3.02M | 1.51% | 8 |
|
|
2013
Q4 | $3.23M | Buy |
5,758
+22
| +0.4% | +$12.3K | 1.06% | 22 |
|
|
2013
Q3 | $2.74M | Buy |
5,736
+29
| +0.5% | +$13.8K | 1.04% | 24 |
|
|
2013
Q2 | $2.26M | Buy |
+5,707
| New | +$2.26M | 0.94% | 28 |
|