Steward Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.72M | Sell |
68,164
-13,120
| -16% | -$330K | 4.61% | 6 |
|
|
2014
Q2 | $1.89M | Sell |
81,284
-2,380
| -3% | -$55.3K | 4% | 11 |
|
|
2014
Q1 | $1.6M | Sell |
83,664
-1,960
| -2% | -$37.6K | 2.77% | 12 |
|
|
2013
Q4 | $1.72M | Hold |
85,624
| – | – | 2.64% | 13 |
|
|
2013
Q3 | $1.46M | Sell |
85,624
-4,200
| -5% | -$71.5K | 1.97% | 14 |
|
|
2013
Q2 | $1.27M | Buy |
+89,824
| New | +$1.27M | 1.67% | 14 |
|