WealthTrust-Arizona’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.8M | Sell |
45,740
-3,040
| -6% | -$120K | 1.05% | 15 |
|
|
2018
Q3 | $2.75M | Buy |
48,780
+4,288
| +10% | +$242K | 1.32% | 15 |
|
|
2018
Q2 | $2.06M | Buy |
44,492
+2,156
| +5% | +$99.8K | 1.06% | 15 |
|
|
2018
Q1 | $1.78M | Sell |
42,336
-532
| -1% | -$22.3K | 0.94% | 16 |
|
|
2017
Q4 | $1.81M | Buy |
42,868
+980
| +2% | +$41.5K | 0.89% | 17 |
|
|
2017
Q3 | $1.61M | Buy |
41,888
+2,132
| +5% | +$82.1K | 0.82% | 16 |
|
|
2017
Q2 | $1.43M | Sell |
39,756
-88
| -0.2% | -$3.17K | 0.74% | 17 |
|
|
2017
Q1 | $1.43M | Sell |
39,844
-852
| -2% | -$30.6K | 0.77% | 18 |
|
|
2016
Q4 | $1.18M | Buy |
40,696
+844
| +2% | +$24.4K | 0.68% | 17 |
|
|
2016
Q3 | $1.13M | Sell |
39,852
-160
| -0.4% | -$4.52K | 0.68% | 15 |
|
|
2016
Q2 | $956K | Sell |
40,012
-3,944
| -9% | -$94.2K | 0.59% | 18 |
|
|
2016
Q1 | $1.2M | Sell |
43,956
-1,080
| -2% | -$29.4K | 0.76% | 15 |
|
|
2015
Q4 | $1.19M | Sell |
45,036
-3,820
| -8% | -$101K | 0.71% | 18 |
|
|
2015
Q3 | $1.35M | Buy |
48,856
+1,116
| +2% | +$30.8K | 0.83% | 16 |
|
|
2015
Q2 | $1.5M | Buy |
47,740
+544
| +1% | +$17.1K | 0.9% | 15 |
|
|
2015
Q1 | $1.47M | Sell |
47,196
-1,232
| -3% | -$38.3K | 0.9% | 16 |
|
|
2014
Q4 | $1.34M | Sell |
48,428
-6,740
| -12% | -$186K | 1.12% | 19 |
|
|
2014
Q3 | $1.39M | Buy |
55,168
+3,948
| +8% | +$99.5K | 1.53% | 15 |
|
|
2014
Q2 | $1.19M | Buy |
51,220
+2,052
| +4% | +$47.7K | 1.27% | 23 |
|
|
2014
Q1 | $942K | Sell |
49,168
-336
| -0.7% | -$6.44K | 1.06% | 27 |
|
|
2013
Q4 | $992K | Sell |
49,504
-1,064
| -2% | -$21.3K | 1.15% | 24 |
|
|
2013
Q3 | $861K | Buy |
50,568
+532
| +1% | +$9.06K | 1.08% | 26 |
|
|
2013
Q2 | $709K | Buy |
+50,036
| New | +$709K | 0.96% | 27 |
|