Core Wealth Advisors (Florida)’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio APTS Stock Details APTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-500	Closed	-$12K	–	244
2022 Q1	$12K	Hold	500	–	–	0.01%	140
2021 Q4	$9K	Hold	500	–	–	0.01%	160
2021 Q3	$6K	Hold	500	–	–	﹤0.01%	156
2021 Q2	$5K	Hold	500	–	–	﹤0.01%	158
2021 Q1	$5K	Hold	500	–	–	﹤0.01%	149
2020 Q4	$4K	Buy	+500	New	+$3.42K	﹤0.01%	155

Other funds holding APTS

FFWM

Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Core Wealth Advisors (Florida)'s APTS Position: Q2 2022 in Review

Core Wealth Advisors (Florida) sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 500 shares — an estimated $12K sold.

Core Wealth Advisors (Florida) first reported a position in APTS in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

Core Wealth Advisors (Florida) reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 500 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $12K.
Core Wealth Advisors (Florida) first reported a position in Preferred Apartment Communities, Inc. in Q4 2020 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Preferred Apartment Communities, Inc. position peaked at $12K in Q1 2022.
4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2022, filed 12 Aug 2022.