Belpointe Asset Management’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,024
| Closed | -$156K | – | 737 |
|
|
2023
Q1 | $156K | Sell |
10,024
-112
| -1% | -$1.74K | 0.01% | 1058 |
|
|
2022
Q4 | $160K | Sell |
10,136
-4,365
| -30% | -$68.9K | 0.01% | 992 |
|
|
2022
Q3 | $204K | Buy |
14,501
+167
| +1% | +$2.35K | 0.01% | 828 |
|
|
2022
Q2 | $210K | Sell |
14,334
-643
| -4% | -$9.42K | 0.01% | 807 |
|
|
2022
Q1 | $269K | Sell |
14,977
-537
| -3% | -$9.65K | 0.02% | 782 |
|
|
2021
Q4 | $251K | Sell |
15,514
-76
| -0.5% | -$1.23K | 0.02% | 804 |
|
|
2021
Q3 | $245K | Buy |
15,590
+14
| +0.1% | +$220 | 0.02% | 781 |
|
|
2021
Q2 | $238K | Buy |
15,576
+29
| +0.2% | +$443 | 0.02% | 767 |
|
|
2021
Q1 | $227K | Sell |
15,547
-467
| -3% | -$6.82K | 0.02% | 701 |
|
|
2020
Q4 | $207K | Buy |
16,014
+104
| +0.7% | +$1.34K | 0.02% | 682 |
|
|
2020
Q3 | $153K | Buy |
+15,910
| New | +$153K | 0.02% | 632 |
|
|
2020
Q1 | – | Sell |
-8,210
| Closed | -$133K | – | 629 |
|
|
2019
Q4 | $133K | Sell |
8,210
-408
| -5% | -$6.61K | 0.02% | 673 |
|
|
2019
Q3 | $143K | Buy |
+8,618
| New | +$143K | 0.02% | 568 |
|