Welch Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $325K | Buy |
7,688
+60
| +0.8% | +$2.54K | 0.21% | 35 |
|
|
2017
Q3 | $294K | Buy |
7,628
+1,200
| +19% | +$46.3K | 0.2% | 35 |
|
|
2017
Q2 | $231K | Buy |
6,428
+92
| +1% | +$3.31K | 0.17% | 40 |
|
|
2017
Q1 | $228K | Buy |
6,336
+1,288
| +26% | +$46.3K | 0.18% | 40 |
|
|
2016
Q4 | $146K | Buy |
+5,048
| New | +$146K | 0.13% | 42 |
|