AWA
APTS
Acorn Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,444
| Closed | -$360K | – | 185 |
|
|
2022
Q1 | $360K | Sell |
14,444
-5,025
| -26% | -$125K | 0.25% | 106 |
|
|
2021
Q4 | $352K | Buy |
19,469
+99
| +0.5% | +$1.79K | 0.22% | 113 |
|
|
2021
Q3 | $237K | Sell |
19,370
-85
| -0.4% | -$1.04K | 0.17% | 146 |
|
|
2021
Q2 | $190K | Hold |
19,455
| – | – | 0.13% | 163 |
|
|
2021
Q1 | $192K | Buy |
19,455
+804
| +4% | +$7.94K | 0.14% | 160 |
|
|
2020
Q4 | $138K | Buy |
18,651
+313
| +2% | +$2.32K | 0.11% | 145 |
|
|
2020
Q3 | $99K | Hold |
18,338
| – | – | 0.09% | 127 |
|
|
2020
Q2 | $139K | Sell |
18,338
-180
| -1% | -$1.36K | 0.13% | 117 |
|
|
2020
Q1 | $112K | Hold |
18,518
| – | – | 0.13% | 103 |
|
|
2019
Q4 | $237K | Hold |
18,518
| – | – | 0.2% | 103 |
|
|
2019
Q3 | $240K | Hold |
18,518
| – | – | 0.21% | 102 |
|
|
2019
Q2 | $266K | Sell |
18,518
-111
| -0.6% | -$1.59K | 0.24% | 90 |
|
|
2019
Q1 | $284K | Buy |
18,629
+492
| +3% | +$7.5K | 0.26% | 82 |
|
|
2018
Q4 | $281K | Sell |
18,137
-347
| -2% | -$5.38K | 0.29% | 72 |
|
|
2018
Q3 | $307K | Buy |
18,484
+1,124
| +6% | +$18.7K | 0.3% | 77 |
|
|
2018
Q2 | $291K | Buy |
17,360
+4,648
| +37% | +$77.9K | 0.25% | 82 |
|
|
2018
Q1 | $187K | Buy |
12,712
+12,386
| +3,799% | +$182K | 0.16% | 115 |
|
|
2017
Q4 | $6K | Buy |
+326
| New | +$6K | 0.01% | 585 |
|