B. Riley Wealth Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-20,508
| Closed | -$111K | – | 489 |
|
|
2020
Q3 | $111K | Buy |
+20,508
| New | +$111K | 0.01% | 396 |
|
|
2020
Q2 | – | Sell |
-13,074
| Closed | -$94K | – | 576 |
|
|
2020
Q1 | $94K | Buy |
+13,074
| New | +$94K | 0.01% | 483 |
|
|
2015
Q3 | – | Sell |
-2,500
| Closed | -$24K | – | 829 |
|
|
2015
Q2 | $24K | Hold |
2,500
| – | – | 0.02% | 568 |
|
|
2015
Q1 | $27K | Sell |
2,500
-519
| -17% | -$5.61K | 0.02% | 537 |
|
|
2014
Q4 | $27K | Buy |
3,019
+10
| +0.3% | +$89 | 0.02% | 517 |
|
|
2014
Q3 | $25K | Buy |
3,009
+2,509
| +502% | +$20.8K | 0.02% | 561 |
|
|
2014
Q2 | $4K | Sell |
500
-500
| -50% | -$4K | ﹤0.01% | 972 |
|
|
2014
Q1 | $8K | Buy |
+1,000
| New | +$8K | 0.01% | 819 |
|