SMFS
Squar Milner Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,918
| Closed | -$5.44M | – | 2 |
|
|
2020
Q2 | $5.44M | Sell |
14,918
-10,978
| -42% | -$4M | 3.09% | 5 |
|
|
2020
Q1 | $6.59M | Sell |
25,896
-3,211
| -11% | -$817K | 3.96% | 4 |
|
|
2019
Q4 | $8.55M | Sell |
29,107
-38,470
| -57% | -$11.3M | 4.27% | 3 |
|
|
2019
Q3 | $7.83M | Buy |
67,577
+39,734
| +143% | +$4.6M | 4% | 4 |
|
|
2019
Q2 | $5.51M | Sell |
27,843
-756
| -3% | -$150K | 3.71% | 3 |
|
|
2019
Q1 | $5.43M | Buy |
28,599
+2,958
| +12% | +$562K | 4.01% | 2 |
|
|
2018
Q4 | $4.05M | Buy |
25,641
+9,099
| +55% | +$1.44M | 3.89% | 2 |
|
|
2018
Q3 | $3.73M | Sell |
16,542
-585
| -3% | -$132K | 3.36% | 1 |
|
|
2018
Q2 | $3.17M | Sell |
17,127
-70
| -0.4% | -$13K | 2.79% | 1 |
|
|
2018
Q1 | $2.89M | Buy |
17,197
+468
| +3% | +$78.5K | 3.64% | 1 |
|
|
2017
Q4 | $2.81M | Buy |
+16,729
| New | +$2.81M | 3.4% | 2 |
|