Spectrum Financial Alliance’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-3,116
Closed -$122K 16
2018
Q4
$122K Sell
3,116
-208
-6% -$8.14K 0.09% 18
2018
Q3
$187K Buy
3,324
+28
+0.8% +$1.58K 0.12% 13
2018
Q2
$152K Hold
3,296
0.1% 16
2018
Q1
$138K Buy
+3,296
New +$138K 0.09% 15