VDFA
Vickerman & Driscoll Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.1M | Sell |
8,271
-1,803
| -18% | -$458K | 1.29% | 21 |
|
|
2019
Q4 | $2.96M | Buy |
10,074
+1,270
| +14% | +$373K | 1.49% | 24 |
|
|
2019
Q3 | $1.97M | Hold |
8,804
| – | – | 1.08% | 30 |
|
|
2019
Q2 | $1.74M | Sell |
8,804
-11
| -0.1% | -$2.18K | 0.97% | 36 |
|
|
2019
Q1 | $1.67M | Sell |
8,815
-296
| -3% | -$56.2K | 0.94% | 33 |
|
|
2018
Q4 | $1.44M | Buy |
9,111
+440
| +5% | +$69.4K | 1.12% | 33 |
|
|
2018
Q3 | $1.96M | Sell |
8,671
-492
| -5% | -$111K | 1.36% | 20 |
|
|
2018
Q2 | $1.7M | Buy |
9,163
+274
| +3% | +$50.7K | 1.24% | 20 |
|
|
2018
Q1 | $1.49M | Buy |
8,889
+614
| +7% | +$103K | 1.1% | 25 |
|
|
2017
Q4 | $1.4M | Buy |
+8,275
| New | +$1.4M | 1.1% | 25 |
|