Carson Wealth (CWM LLC)’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
19,865
+15,708
| +378% | +$183K | ﹤0.01% | 2044 |
|
|
2025
Q1 | $54K | Sell |
4,157
-533
| -11% | -$6.92K | ﹤0.01% | 2907 |
|
|
2024
Q4 | $72K | Buy |
4,690
+3,140
| +203% | +$48.2K | ﹤0.01% | 2499 |
|
|
2024
Q3 | $23K | Sell |
1,550
-1,985
| -56% | -$29.5K | ﹤0.01% | 3257 |
|
|
2024
Q2 | $51K | Sell |
3,535
-13
| -0.4% | -$188 | ﹤0.01% | 2458 |
|
|
2024
Q1 | $58K | Buy |
3,548
+62
| +2% | +$1.01K | ﹤0.01% | 2196 |
|
|
2023
Q4 | $58K | Sell |
3,486
-60
| -2% | -$998 | ﹤0.01% | 2073 |
|
|
2023
Q3 | $54K | Buy |
3,546
+89
| +3% | +$1.36K | ﹤0.01% | 2006 |
|
|
2023
Q2 | $52K | Hold |
3,457
| – | – | ﹤0.01% | 1949 |
|
|
2023
Q1 | $54K | Buy |
3,457
+145
| +4% | +$2.27K | ﹤0.01% | 1816 |
|
|
2022
Q4 | $52K | Hold |
3,312
| – | – | ﹤0.01% | 1704 |
|
|
2022
Q3 | $47K | Buy |
3,312
+3,269
| +7,602% | +$46.4K | ﹤0.01% | 1679 |
|
|
2022
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 3470 |
|
|
2018
Q1 | – | Sell |
-372
| Closed | -$7K | – | 1398 |
|
|
2017
Q4 | $7K | Sell |
372
-22
| -6% | -$414 | ﹤0.01% | 969 |
|
|
2017
Q3 | $7K | Buy |
+394
| New | +$7K | ﹤0.01% | 980 |
|
|
2016
Q4 | – | Sell |
-3,499
| Closed | -$65K | – | 1099 |
|
|
2016
Q3 | $65K | Buy |
+3,499
| New | +$65K | ﹤0.01% | 386 |
|