Aptus Capital Advisors’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
Q3 | – | Sell |
-152,295
| Closed | -$2.21M | – | 1232 |
|
2024
Q2 | $2.21M | Buy |
152,295
+30,130
| +25% | +$438K | 0.04% | 280 |
|
2024
Q1 | $2M | Buy |
122,165
+13,300
| +12% | +$218K | 0.04% | 292 |
|
2023
Q4 | $1.81M | Sell |
108,865
-884
| -0.8% | -$14.7K | 0.05% | 232 |
|
2023
Q3 | $1.68M | Sell |
109,749
-22,485
| -17% | -$345K | 0.05% | 240 |
|
2023
Q2 | $2M | Buy |
132,234
+12,564
| +10% | +$190K | 0.05% | 217 |
|
2023
Q1 | $1.86M | Buy |
+119,670
| New | +$1.86M | 0.05% | 219 |
|