Stifel Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $7.77M | Sell |
308,264
-5,644
| -2% | -$142K | 1.49% | 7 |
|
|
2014
Q2 | $7.29M | Buy |
313,908
+7,448
| +2% | +$173K | 1.36% | 13 |
|
|
2014
Q1 | $5.88M | Sell |
306,460
-9,828
| -3% | -$188K | 1.11% | 31 |
|
|
2013
Q4 | $6.34M | Sell |
316,288
-13,076
| -4% | -$262K | 1.19% | 28 |
|
|
2013
Q3 | $5.61M | Sell |
329,364
-18,228
| -5% | -$310K | 1.12% | 31 |
|
|
2013
Q2 | $4.92M | Buy |
+347,592
| New | +$4.92M | 1.02% | 36 |
|