B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+23,199
| New | +$271K | 0.01% | 736 |
|
|
2024
Q4 | $344K | Buy |
22,249
+217
| +1% | +$3.36K | 0.01% | 819 |
|
|
2024
Q3 | $329K | Buy |
22,032
+2,422
| +12% | +$36.1K | 0.01% | 909 |
|
|
2024
Q2 | $287K | Sell |
19,610
-9,193
| -32% | -$134K | 0.01% | 1052 |
|
|
2024
Q1 | $444K | Sell |
28,803
-859
| -3% | -$13.2K | 0.01% | 851 |
|
|
2023
Q4 | $497K | Buy |
29,662
+859
| +3% | +$14.4K | 0.01% | 814 |
|
|
2023
Q3 | $444K | Buy |
28,803
+185
| +0.6% | +$2.85K | 0.01% | 851 |
|
|
2023
Q2 | $435K | Sell |
28,618
-1,966
| -6% | -$29.9K | 0.01% | 926 |
|
|
2023
Q1 | $477K | Sell |
30,584
-558
| -2% | -$8.71K | 0.01% | 827 |
|
|
2022
Q4 | $496K | Buy |
31,142
+193
| +0.6% | +$3.08K | 0.01% | 793 |
|
|
2022
Q3 | $436K | Buy |
30,949
+1,527
| +5% | +$21.5K | 0.01% | 818 |
|
|
2022
Q2 | $432K | Buy |
29,422
+3,648
| +14% | +$53.6K | 0.02% | 722 |
|
|
2022
Q1 | $464K | Sell |
25,774
-2,259
| -8% | -$40.7K | 0.02% | 788 |
|
|
2021
Q4 | $453K | Sell |
28,033
-4,610
| -14% | -$74.5K | 0.01% | 864 |
|
|
2021
Q3 | $514K | Sell |
32,643
-324
| -1% | -$5.1K | 0.02% | 768 |
|
|
2021
Q2 | $504K | Sell |
32,967
-1
| -0% | -$15 | 0.02% | 769 |
|
|
2021
Q1 | $481K | Buy |
32,968
+346
| +1% | +$5.05K | 0.02% | 747 |
|
|
2020
Q4 | $422K | Sell |
32,622
-3,591
| -10% | -$46.5K | 0.02% | 596 |
|
|
2020
Q3 | $349K | Buy |
36,213
+3,268
| +10% | +$31.5K | 0.02% | 666 |
|
|
2020
Q2 | $319K | Sell |
32,945
-10,054
| -23% | -$97.4K | 0.02% | 612 |
|
|
2020
Q1 | $395K | Buy |
42,999
+3,457
| +9% | +$31.8K | 0.03% | 460 |
|
|
2019
Q4 | $643K | Sell |
39,542
-2,041
| -5% | -$33.2K | 0.05% | 345 |
|
|
2019
Q3 | $690K | Sell |
41,583
-904
| -2% | -$15K | 0.07% | 302 |
|
|
2019
Q2 | $674K | Buy |
42,487
+4,369
| +11% | +$69.3K | 0.07% | 279 |
|
|
2019
Q1 | $622K | Buy |
38,118
+3,119
| +9% | +$50.9K | 0.08% | 276 |
|
|
2018
Q4 | $500K | Buy |
34,999
+22
| +0.1% | +$314 | 0.07% | 297 |
|
|
2018
Q3 | $612K | Buy |
34,977
+1,972
| +6% | +$34.5K | 0.07% | 300 |
|
|
2018
Q2 | $591K | Buy |
33,005
+1,308
| +4% | +$23.4K | 0.08% | 279 |
|
|
2018
Q1 | $557K | Sell |
31,697
-18,915
| -37% | -$332K | 0.08% | 280 |
|
|
2017
Q4 | $994K | Buy |
+50,612
| New | +$994K | 0.13% | 178 |
|
|
2017
Q3 | – | Sell |
-31,768
| Closed | -$596K | – | 543 |
|
|
2017
Q2 | $596K | Sell |
31,768
-3,859
| -11% | -$72.4K | 0.11% | 222 |
|
|
2017
Q1 | $682K | Buy |
35,627
+348
| +1% | +$6.66K | 0.14% | 188 |
|
|
2016
Q4 | $705K | Buy |
35,279
+872
| +3% | +$17.4K | 0.14% | 172 |
|
|
2016
Q3 | $637K | Sell |
34,407
-2
| -0% | -$37 | 0.12% | 202 |
|
|
2016
Q2 | $648K | Buy |
34,409
+4,234
| +14% | +$79.7K | 0.13% | 198 |
|
|
2016
Q1 | $598K | Buy |
30,175
+1
| +0% | +$20 | 0.14% | 187 |
|
|
2015
Q4 | $603K | Buy |
30,174
+1,027
| +4% | +$20.5K | 0.12% | 204 |
|
|
2015
Q3 | $542K | Buy |
+29,147
| New | +$542K | 0.13% | 217 |
|