Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,124
| Closed | -$75K | – | 204 |
|
|
2022
Q2 | $75K | Hold |
5,124
| – | – | 0.01% | 277 |
|
|
2022
Q1 | $92K | Hold |
5,124
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $83K | Sell |
5,124
-1,280
| -20% | -$20.7K | 0.01% | 278 |
|
|
2021
Q3 | $101K | Hold |
6,404
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $98K | Hold |
6,404
| – | – | 0.01% | 244 |
|
|
2021
Q1 | $93K | Hold |
6,404
| – | – | 0.01% | 248 |
|
|
2020
Q4 | $83K | Buy |
+6,404
| New | +$83K | 0.01% | 245 |
|