Stratford Consulting’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $546K | Sell |
8,592
-788
| -8% | -$50.1K | 0.25% | 38 |
|
|
2019
Q4 | $689K | Buy |
9,380
+4,812
| +105% | +$353K | 0.22% | 31 |
|
|
2019
Q3 | $256K | Buy |
4,568
+20
| +0.4% | +$1.12K | 0.09% | 50 |
|
|
2019
Q2 | $225K | Buy |
4,548
+16
| +0.4% | +$792 | 0.08% | 49 |
|
|
2019
Q1 | $215K | Buy |
+4,532
| New | +$215K | 0.08% | 50 |
|
|
2018
Q4 | – | Sell |
-4,012
| Closed | -$226K | – | 58 |
|
|
2018
Q3 | $226K | Buy |
+4,012
| New | +$226K | 0.08% | 46 |
|