BRWA
APTS
B. Riley 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 |
-58,666
| Closed | -$1.46M | – | 1431 |
|
|
2022
Q1 | $1.46M | Sell |
58,666
-71,423
| -55% | -$1.78M | 0.05% | 370 |
|
|
2021
Q4 | $2.35M | Sell |
130,089
-18,489
| -12% | -$334K | 0.07% | 312 |
|
|
2021
Q3 | $1.82M | Sell |
148,578
-11,852
| -7% | -$145K | 0.06% | 363 |
|
|
2021
Q2 | $1.57M | Buy |
160,430
+275
| +0.2% | +$2.68K | 0.05% | 395 |
|
|
2021
Q1 | $1.58M | Buy |
160,155
+15,532
| +11% | +$153K | 0.06% | 365 |
|
|
2020
Q4 | $1.07M | Sell |
144,623
-17,805
| -11% | -$132K | 0.06% | 304 |
|
|
2020
Q3 | $886K | Sell |
162,428
-3,128
| -2% | -$17.1K | 0.05% | 340 |
|
|
2020
Q2 | $1.26M | Sell |
165,556
-1,529
| -0.9% | -$11.6K | 0.08% | 240 |
|
|
2020
Q1 | $1.2M | Sell |
167,085
-111,058
| -40% | -$798K | 0.1% | 201 |
|
|
2019
Q4 | $3.81M | Buy |
278,143
+7,061
| +3% | +$96.8K | 0.32% | 72 |
|
|
2019
Q3 | $3.92M | Sell |
271,082
-2,376
| -0.9% | -$34.3K | 0.39% | 54 |
|
|
2019
Q2 | $4.07M | Buy |
273,458
+7,217
| +3% | +$108K | 0.45% | 47 |
|
|
2019
Q1 | $3.86M | Sell |
266,241
-154,453
| -37% | -$2.24M | 0.48% | 43 |
|
|
2018
Q4 | $5.92M | Sell |
420,694
-40,238
| -9% | -$566K | 0.84% | 18 |
|
|
2018
Q3 | $8.1M | Buy |
460,932
+126,830
| +38% | +$2.23M | 0.96% | 14 |
|
|
2018
Q2 | $5.68M | Buy |
334,102
+151,794
| +83% | +$2.58M | 0.75% | 21 |
|
|
2018
Q1 | $2.59M | Buy |
182,308
+112,972
| +163% | +$1.6M | 0.36% | 67 |
|
|
2017
Q4 | $1.41M | Sell |
69,336
-899
| -1% | -$18.2K | 0.19% | 134 |
|
|
2017
Q3 | $1.33M | Buy |
70,235
+9,044
| +15% | +$171K | 0.22% | 118 |
|
|
2017
Q2 | $964K | Buy |
61,191
+18,557
| +44% | +$292K | 0.17% | 155 |
|
|
2017
Q1 | $564K | Buy |
42,634
+6,599
| +18% | +$87.3K | 0.11% | 212 |
|
|
2016
Q4 | $539K | Sell |
36,035
-14,090
| -28% | -$211K | 0.11% | 213 |
|
|
2016
Q3 | $678K | Buy |
50,125
+4,200
| +9% | +$56.8K | 0.13% | 188 |
|
|
2016
Q2 | $677K | Buy |
45,925
+2,200
| +5% | +$32.4K | 0.14% | 189 |
|
|
2016
Q1 | $554K | Buy |
43,725
+5,707
| +15% | +$72.3K | 0.13% | 203 |
|
|
2015
Q4 | $498K | Buy |
38,018
+8,021
| +27% | +$105K | 0.1% | 248 |
|
|
2015
Q3 | $328K | Buy |
29,997
+10,966
| +58% | +$120K | 0.08% | 326 |
|
|
2015
Q2 | $190K | Sell |
19,031
-774
| -4% | -$7.73K | 0.05% | 468 |
|
|
2015
Q1 | $215K | Sell |
19,805
-11,460
| -37% | -$124K | 0.05% | 448 |
|
|
2014
Q4 | $1.24K | Buy |
31,265
+14,115
| +82% | +$558 | 0.03% | 685 |
|
|
2014
Q3 | $143K | Buy |
17,150
+6,150
| +56% | +$51.3K | 0.04% | 546 |
|
|
2014
Q2 | $97.6K | Hold |
11,000
| – | – | 0.02% | 738 |
|
|
2014
Q1 | $89K | Hold |
11,000
| – | – | 0.03% | 645 |
|
|
2013
Q4 | $88K | Sell |
11,000
-4,883
| -31% | -$39.1K | 0.03% | 576 |
|
|
2013
Q3 | $129K | Sell |
15,883
-16,168
| -50% | -$131K | 0.04% | 476 |
|
|
2013
Q2 | $288K | Buy |
+32,051
| New | +$288K | 0.1% | 237 |
|