Winthrop Partners - WNY’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.72M | Buy |
48,604
+2,960
| +6% | +$166K | 1.84% | 13 |
|
|
2019
Q2 | $2.26M | Buy |
45,644
+2,316
| +5% | +$115K | 1.69% | 16 |
|
|
2019
Q1 | $2.07M | Buy |
43,328
+6,556
| +18% | +$313K | 1.62% | 17 |
|
|
2018
Q4 | $1.45M | Sell |
36,772
-3,832
| -9% | -$151K | 1.35% | 24 |
|
|
2018
Q3 | $2.29M | Buy |
40,604
+6,056
| +18% | +$342K | 1.85% | 12 |
|
|
2018
Q2 | $1.6M | Buy |
34,548
+1,660
| +5% | +$76.8K | 1.33% | 25 |
|
|
2018
Q1 | $1.4M | Buy |
32,888
+1,128
| +4% | +$48K | 1.08% | 28 |
|
|
2017
Q4 | $1.43M | Buy |
+31,760
| New | +$1.43M | 1.17% | 26 |
|