Charter Oak Capital Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,622
| Closed | -$65K | – | 1059 |
|
|
2022
Q1 | $65K | Hold |
2,622
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $47K | Buy |
2,622
+1,957
| +294% | +$35.1K | 0.01% | 363 |
|
|
2021
Q3 | $8K | Hold |
665
| – | – | ﹤0.01% | 616 |
|
|
2021
Q2 | $6K | Hold |
665
| – | – | ﹤0.01% | 644 |
|
|
2021
Q1 | $7K | Hold |
665
| – | – | ﹤0.01% | 599 |
|
|
2020
Q4 | $5K | Buy |
+665
| New | +$5K | ﹤0.01% | 614 |
|