TAM
Tradition Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6.44M | Sell |
17,642
-2,190
| -11% | -$799K | 1.84% | 9 |
|
|
2020
Q1 | $5.04M | Sell |
19,832
-4,561
| -19% | -$1.16M | 1.69% | 13 |
|
|
2019
Q4 | $7.16M | Sell |
24,393
-599
| -2% | -$176K | 1.74% | 11 |
|
|
2019
Q3 | $5.6M | Sell |
24,992
-3,983
| -14% | -$892K | 1.45% | 17 |
|
|
2019
Q2 | $5.73M | Buy |
+28,975
| New | +$5.73M | 1.49% | 15 |
|