CIC Wealth’s Apple Hospitality REIT APLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$285K Hold
19,205
0.07% 133
2024
Q2
$279K Buy
19,205
+2,275
+13% +$33.1K 0.08% 131
2024
Q1
$277K Buy
16,930
+200
+1% +$3.28K 0.08% 130
2023
Q4
$278K Buy
16,730
+1,100
+7% +$18.3K 0.09% 126
2023
Q3
$240K Buy
15,630
+500
+3% +$7.67K 0.09% 127
2023
Q2
$229K Buy
+15,130
New +$229K 0.08% 142