SIG
Stanford Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-98,014
| Closed | -$11.4M | – | 2 |
|
|
2016
Q4 | $11.4M | Buy |
98,014
+20,176
| +26% | +$2.34M | 5.53% | 4 |
|
|
2016
Q3 | $8.8M | Sell |
77,838
-3,111
| -4% | -$352K | 4.14% | 6 |
|
|
2016
Q2 | $7.74M | Sell |
80,949
-91
| -0.1% | -$8.7K | 3.95% | 6 |
|
|
2016
Q1 | $8.83M | Sell |
81,040
-1,006
| -1% | -$110K | 4.97% | 6 |
|
|
2015
Q4 | $8.64M | Buy |
82,046
+1,523
| +2% | +$160K | 4.7% | 6 |
|
|
2015
Q3 | $8.88M | Sell |
80,523
-1,500
| -2% | -$165K | 6.53% | 3 |
|
|
2015
Q2 | $10.3M | Sell |
82,023
-2,311
| -3% | -$290K | 7.7% | 3 |
|
|
2015
Q1 | $10.5M | Sell |
84,334
-10,899
| -11% | -$1.36M | 8.36% | 3 |
|
|
2014
Q4 | $10.5M | Buy |
+95,233
| New | +$10.5M | 8.81% | 3 |
|