VELA Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-11,239
| Closed | -$2.37M | – | 139 |
|
2024
Q2 | $2.37M | Buy |
11,239
+1
| +0% | +$211 | 0.74% | 42 |
|
2024
Q1 | $1.93M | Buy |
11,238
+210
| +2% | +$36K | 0.65% | 44 |
|
2023
Q4 | $2.12M | Sell |
11,028
-2,049
| -16% | -$395K | 0.81% | 36 |
|
2023
Q3 | $2.24M | Buy |
13,077
+455
| +4% | +$77.9K | 0.98% | 30 |
|
2023
Q2 | $2.45M | Buy |
12,622
+1,156
| +10% | +$224K | 1.13% | 22 |
|
2023
Q1 | $1.89M | Buy |
11,466
+2,415
| +27% | +$398K | 0.86% | 37 |
|
2022
Q4 | $1.18M | Buy |
9,051
+705
| +8% | +$91.6K | 0.58% | 57 |
|
2022
Q3 | $1.15M | Buy |
8,346
+1
| +0% | +$138 | 0.65% | 48 |
|
2022
Q2 | $1.14M | Buy |
8,345
+1
| +0% | +$137 | 0.65% | 47 |
|
2022
Q1 | $1.46M | Buy |
8,344
+399
| +5% | +$69.7K | 0.91% | 33 |
|
2021
Q4 | $1.41M | Buy |
+7,945
| New | +$1.41M | 0.95% | 36 |
|