Tiedemann Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $1.21M | Sell |
50,696
-1,252
| -2% | -$29.9K | 0.22% | 35 |
|
2016
Q1 | $1.42M | Buy |
51,948
+7,952
| +18% | +$217K | 0.22% | 34 |
|
2015
Q4 | $1.16M | Hold |
43,996
| – | – | 0.17% | 44 |
|
2015
Q3 | $1.21M | Sell |
43,996
-800
| -2% | -$22.1K | 0.11% | 33 |
|
2015
Q2 | $1.41M | Sell |
44,796
-524
| -1% | -$16.4K | 0.12% | 33 |
|
2015
Q1 | $1.41M | Buy |
45,320
+1,276
| +3% | +$39.7K | 0.13% | 31 |
|
2014
Q4 | $1.22M | Sell |
44,044
-10,472
| -19% | -$289K | 0.1% | 35 |
|
2014
Q3 | $1.37M | Hold |
54,516
| – | – | 0.12% | 52 |
|
2014
Q2 | $1.26M | Sell |
54,516
-392
| -0.7% | -$9.08K | 0.12% | 53 |
|
2014
Q1 | $1.05K | Hold |
54,908
| – | – | 0.11% | 58 |
|
2013
Q4 | $1.1M | Buy |
54,908
+4,620
| +9% | +$92.6K | 0.17% | 50 |
|
2013
Q3 | $856K | Sell |
50,288
-310,688
| -86% | -$5.29M | 0.15% | 39 |
|
2013
Q2 | $5.11M | Buy |
+360,976
| New | +$5.11M | 0.85% | 26 |
|