Winifred I. Li’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $2.46M | Buy |
89,028
+148
| +0.2% | +$4.08K | 2.32% | 2 |
|
2014
Q3 | $2.24M | Sell |
88,880
-9,656
| -10% | -$243K | 2.14% | 4 |
|
2014
Q2 | $2.29M | Sell |
98,536
-1,396
| -1% | -$32.4K | 1.95% | 5 |
|
2014
Q1 | $1.92M | Sell |
99,932
-1,120
| -1% | -$21.5K | 1.66% | 6 |
|
2013
Q4 | $2.02M | Buy |
101,052
+9,324
| +10% | +$187K | 1.74% | 5 |
|
2013
Q3 | $1.56M | Sell |
91,728
-14,000
| -13% | -$238K | 1.45% | 7 |
|
2013
Q2 | $1.5M | Buy |
+105,728
| New | +$1.5M | 1.39% | 10 |
|