WKA
Wilson Kemp & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $264K | Sell |
2,625
-1,435
| -35% | -$144K | 2.41% | 18 |
|
|
2014
Q2 | $377K | Buy |
4,060
+3,480
| +600% | +$323K | 1.35% | 32 |
|
|
2014
Q1 | $311K | Sell |
580
-125
| -18% | -$67K | 0.81% | 41 |
|
|
2013
Q4 | $396K | Buy |
+705
| New | +$396K | 0.76% | 46 |
|
|
2013
Q3 | – | Sell |
-889
| Closed | -$353K | – | 64 |
|
|
2013
Q2 | $353K | Buy |
+889
| New | +$353K | 0.34% | 70 |
|