CWA
APTS
Clarus Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24,592
| Closed | -$427K | – | 128 |
|
|
2021
Q4 | $427K | Sell |
24,592
-5,974
| -20% | -$104K | 0.25% | 65 |
|
|
2021
Q3 | $379K | Sell |
30,566
-482
| -2% | -$5.98K | 0.23% | 70 |
|
|
2021
Q2 | $322K | Buy |
31,048
+2,280
| +8% | +$23.6K | 0.2% | 79 |
|
|
2021
Q1 | $296K | Sell |
28,768
-6,372
| -18% | -$65.6K | 0.19% | 100 |
|
|
2020
Q4 | $257K | Sell |
35,140
-2,558
| -7% | -$18.7K | 0.17% | 106 |
|
|
2020
Q3 | $213K | Buy |
37,698
+7,510
| +25% | +$42.4K | 0.17% | 113 |
|
|
2020
Q2 | $220K | Buy |
30,188
+1,636
| +6% | +$11.9K | 0.19% | 113 |
|
|
2020
Q1 | $157K | Buy |
28,552
+7,110
| +33% | +$39.1K | 0.16% | 109 |
|
|
2019
Q4 | $279K | Sell |
21,442
-644
| -3% | -$8.38K | 0.18% | 111 |
|
|
2019
Q3 | $319K | Sell |
22,086
-6,363
| -22% | -$91.9K | 0.23% | 92 |
|
|
2019
Q2 | $425K | Sell |
28,449
-14,397
| -34% | -$215K | 0.31% | 56 |
|
|
2019
Q1 | $635K | Sell |
42,846
-3,597
| -8% | -$53.3K | 0.47% | 30 |
|
|
2018
Q4 | $653K | Buy |
46,443
+2,535
| +6% | +$35.6K | 1.03% | 13 |
|
|
2018
Q3 | $772K | Buy |
43,908
+6,588
| +18% | +$116K | 0.5% | 24 |
|
|
2018
Q2 | $530K | Hold |
37,320
| – | – | 0.4% | 26 |
|
|
2018
Q1 | $530K | Buy |
37,320
+7,331
| +24% | +$104K | 0.49% | 26 |
|
|
2017
Q4 | $607K | Buy |
+29,989
| New | +$607K | 0.58% | 25 |
|