Stone Toro Investment Advisers’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-8,800
| Closed | -$243K | – | 37 |
|
2014
Q4 | $243K | Buy |
+8,800
| New | +$243K | 0.63% | 60 |
|
2014
Q3 | – | Sell |
-24,800
| Closed | -$576K | – | 76 |
|
2014
Q2 | $576K | Buy |
+24,800
| New | +$576K | 1.66% | 21 |
|
2013
Q4 | – | Sell |
-14,000
| Closed | -$238K | – | 131 |
|
2013
Q3 | $238K | Sell |
14,000
-14,000
| -50% | -$238K | 0.16% | 132 |
|
2013
Q2 | $397K | Buy |
+28,000
| New | +$397K | 0.24% | 94 |
|