AE Wealth Management’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,399
| Closed | -$568K | – | 1185 |
|
|
2023
Q4 | $568K | Buy |
34,399
+1,879
| +6% | +$31K | ﹤0.01% | 1371 |
|
|
2023
Q3 | $499K | Sell |
32,520
-12,793
| -28% | -$196K | ﹤0.01% | 1384 |
|
|
2023
Q2 | $685K | Buy |
45,313
+5,376
| +13% | +$81.2K | ﹤0.01% | 1243 |
|
|
2023
Q1 | $620K | Buy |
39,937
+2,000
| +5% | +$31K | ﹤0.01% | 1242 |
|
|
2022
Q4 | $599K | Buy |
+37,937
| New | +$599K | ﹤0.01% | 1202 |
|