Burney Company’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
Sell
-41,644
Closed -$538K 577
2025
Q1
$538K Buy
41,644
+2,507
+6% +$32.4K 0.02% 409
2024
Q4
$601K Buy
39,137
+3,208
+9% +$49.2K 0.02% 395
2024
Q3
$534K Buy
35,929
+1,019
+3% +$15.1K 0.02% 428
2024
Q2
$508K Buy
34,910
+435
+1% +$6.33K 0.02% 422
2024
Q1
$565K Buy
+34,475
New +$565K 0.02% 411