SRCM
Swift Run Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $945K | Buy |
7,124
+1,180
| +20% | +$157K | 1.82% | 18 |
|
|
2020
Q3 | $688K | Buy |
5,944
+4,298
| +261% | +$497K | 1.36% | 23 |
|
|
2020
Q2 | $600K | Hold |
1,646
| – | – | 1% | 26 |
|
|
2020
Q1 | $419K | Sell |
1,646
-212
| -11% | -$54K | 0.59% | 31 |
|
|
2019
Q4 | $546K | Hold |
1,858
| – | – | 0.72% | 20 |
|
|
2019
Q3 | $416K | Hold |
1,858
| – | – | 0.39% | 28 |
|
|
2019
Q2 | $368K | Hold |
1,858
| – | – | 0.34% | 30 |
|
|
2019
Q1 | $353K | Hold |
1,858
| – | – | 0.33% | 31 |
|
|
2018
Q4 | $293K | Hold |
1,858
| – | – | 0.31% | 29 |
|
|
2018
Q3 | $419K | Hold |
1,858
| – | – | 0.37% | 29 |
|
|
2018
Q2 | $344K | Hold |
1,858
| – | – | 0.3% | 29 |
|
|
2018
Q1 | $312K | Hold |
1,858
| – | – | 0.22% | 41 |
|
|
2017
Q4 | $314K | Hold |
1,858
| – | – | 0.19% | 39 |
|
|
2017
Q3 | $286K | Hold |
1,858
| – | – | 0.15% | 43 |
|
|
2017
Q2 | $268K | Buy |
1,858
+380
| +26% | +$54.8K | 0.15% | 44 |
|
|
2017
Q1 | $212K | Buy |
+1,478
| New | +$212K | 0.13% | 47 |
|