VIA
Vantis Investment Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$274K | – | 23 |
|
|
2021
Q2 | $274K | Sell |
2,000
-64,200
| -97% | -$8.8M | 0.34% | 17 |
|
|
2021
Q1 | $8.09M | Buy |
+66,200
| New | +$8.09M | 8.34% | 3 |
|
|
2019
Q1 | – | Sell |
-40,300
| Closed | -$6.36M | – | 13 |
|
|
2018
Q4 | $6.36M | Buy |
+40,300
| New | +$6.36M | 2.86% | 11 |
|
|
2018
Q2 | – | Sell |
-80,600
| Closed | -$13.5M | – | 17 |
|
|
2018
Q1 | $13.5M | Buy |
+80,600
| New | +$13.5M | 3.92% | 8 |
|