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