Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Sell |
79
-95
| -55% | -$1.2K | ﹤0.01% | 1798 |
|
|
2021
Q2 | $2K | Buy |
174
+95
| +120% | +$1.09K | ﹤0.01% | 1552 |
|
|
2021
Q1 | $1K | Hold |
79
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q4 | $1K | Sell |
79
-20,000
| -100% | -$253K | ﹤0.01% | 1490 |
|
|
2020
Q3 | $192K | Sell |
20,079
-140
| -0.7% | -$1.34K | 0.05% | 150 |
|
|
2020
Q2 | $195K | Buy |
20,219
+140
| +0.7% | +$1.35K | 0.05% | 146 |
|
|
2020
Q1 | $183K | Buy |
20,079
+79
| +0.4% | +$720 | 0.06% | 129 |
|
|
2019
Q4 | $325K | Hold |
20,000
| – | – | 0.09% | 100 |
|
|
2019
Q3 | $331K | Hold |
20,000
| – | – | 0.1% | 88 |
|
|
2019
Q2 | $317K | Buy |
+20,000
| New | +$317K | 0.1% | 98 |
|