Sumit Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10,368
| Closed | -$261K | – | 17 |
|
|
2014
Q3 | $261K | Buy |
+10,368
| New | +$261K | 1.03% | 31 |
|
|
2014
Q2 | – | Sell |
-13,020
| Closed | -$250K | – | 109 |
|
|
2014
Q1 | $250K | Sell |
13,020
-7,532
| -37% | -$145K | 0.95% | 38 |
|
|
2013
Q4 | $412K | Buy |
+20,552
| New | +$412K | 0.74% | 30 |
|