TradeWorx’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-19,892
| Closed | -$462K | – | 224 |
|
|
2014
Q2 | $462K | Buy |
+19,892
| New | +$462K | 0.38% | 92 |
|
|
2014
Q1 | – | Sell |
-58,268
| Closed | -$1.17M | – | 321 |
|
|
2013
Q4 | $1.17M | Buy |
58,268
+35,812
| +159% | +$718K | 0.51% | 34 |
|
|
2013
Q3 | $382K | Buy |
22,456
+8,232
| +58% | +$140K | 0.17% | 216 |
|
|
2013
Q2 | $201K | Buy |
+14,224
| New | +$201K | 0.09% | 401 |
|