Spero-Smith Investment Advisers’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $600K | Buy |
21,196
+3,496
| +20% | +$99K | 0.81% | 35 |
|
|
2016
Q2 | $423K | Hold |
17,700
| – | – | 0.53% | 41 |
|
|
2016
Q1 | $482K | Buy |
17,700
+1,120
| +7% | +$30.5K | 0.6% | 40 |
|
|
2015
Q4 | $436K | Hold |
16,580
| – | – | 0.56% | 39 |
|
|
2015
Q3 | $457K | Buy |
16,580
+200
| +1% | +$5.51K | 0.62% | 35 |
|
|
2015
Q2 | $514K | Hold |
16,380
| – | – | 0.58% | 37 |
|
|
2015
Q1 | $510K | Hold |
16,380
| – | – | 0.57% | 38 |
|
|
2014
Q4 | $452K | Sell |
16,380
-2,956
| -15% | -$81.6K | 0.51% | 37 |
|
|
2014
Q3 | $487K | Buy |
19,336
+2,956
| +18% | +$74.5K | 0.57% | 35 |
|
|
2014
Q2 | $380K | Sell |
16,380
-112
| -0.7% | -$2.6K | 0.43% | 37 |
|
|
2014
Q1 | $316K | Buy |
16,492
+476
| +3% | +$9.12K | 0.37% | 37 |
|
|
2013
Q4 | $320K | Buy |
16,016
+364
| +2% | +$7.27K | 0.37% | 37 |
|
|
2013
Q3 | $267K | Buy |
15,652
+112
| +0.7% | +$1.91K | 0.33% | 37 |
|
|
2013
Q2 | $220K | Buy |
+15,540
| New | +$220K | 0.27% | 39 |
|