Carson Wealth (CWM LLC)’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Buy |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $54K | Sell |
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|
2024
Q4 | $72K | Buy |
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|
2024
Q3 | $23K | Sell |
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|
2024
Q2 | $51K | Sell |
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|
2024
Q1 | $58K | Buy |
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|
2023
Q4 | $58K | Sell |
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|
2023
Q3 | $54K | Buy |
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|
2023
Q2 | $52K | Hold |
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|
2023
Q1 | $54K | Buy |
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|
2022
Q4 | $52K | Hold |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7K | Sell |
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|
2017
Q3 | $7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $65K | Buy |
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