VAM
Visionary Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $275K | Sell |
1,742
-1,399
| -45% | -$221K | 0.11% | 62 |
|
|
2018
Q3 | $709K | Buy |
3,141
+1,010
| +47% | +$228K | 0.23% | 91 |
|
|
2018
Q2 | $394K | Buy |
2,131
+24
| +1% | +$4.44K | 0.13% | 108 |
|
|
2018
Q1 | $355K | Sell |
2,107
-75
| -3% | -$12.6K | 0.11% | 120 |
|
|
2017
Q4 | $369K | Sell |
2,182
-86
| -4% | -$14.5K | 0.1% | 112 |
|
|
2017
Q3 | $350K | Sell |
2,268
-283
| -11% | -$43.7K | 0.1% | 112 |
|
|
2017
Q2 | $367K | Buy |
+2,551
| New | +$367K | 0.11% | 105 |
|
|
2016
Q2 | – | Sell |
-3,949
| Closed | -$430K | – | 79 |
|
|
2016
Q1 | $430K | Buy |
+3,949
| New | +$430K | 0.15% | 87 |
|
|
2014
Q3 | – | Sell |
-553
| Closed | -$51K | – | 122 |
|
|
2014
Q2 | $51K | Buy |
+553
| New | +$51K | 0.01% | 164 |
|