SteelBridge Private Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $203K | Sell |
4,848
-13,540
| -74% | -$567K | 1.76% | 31 |
|
|
2017
Q4 | $778K | Sell |
18,388
-1,040
| -5% | -$44K | 6.56% | 2 |
|
|
2017
Q3 | $749K | Sell |
19,428
-244
| -1% | -$9.41K | 7.18% | 1 |
|
|
2017
Q2 | $708K | Buy |
19,672
+280
| +1% | +$10.1K | 0.99% | 24 |
|
|
2017
Q1 | $696K | Hold |
19,392
| – | – | 1.06% | 21 |
|
|
2016
Q4 | $588K | Hold |
19,392
| – | – | 0.93% | 23 |
|
|
2016
Q3 | $548K | Buy |
19,392
+1,320
| +7% | +$37.3K | 1.59% | 11 |
|
|
2016
Q2 | $478K | Buy |
18,072
+44
| +0.2% | +$1.16K | 1.44% | 14 |
|
|
2016
Q1 | $491K | Buy |
+18,028
| New | +$491K | 1% | 21 |
|