Creative Planning’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
25,799
+2,173
| +9% | +$25.4K | ﹤0.01% | 2881 |
|
|
2025
Q1 | $305K | Sell |
23,626
-488
| -2% | -$6.3K | ﹤0.01% | 2734 |
|
|
2024
Q4 | $370K | Sell |
24,114
-4,945
| -17% | -$75.9K | ﹤0.01% | 2493 |
|
|
2024
Q3 | $432K | Buy |
29,059
+3,580
| +14% | +$53.2K | ﹤0.01% | 2236 |
|
|
2024
Q2 | $370K | Sell |
25,479
-50,169
| -66% | -$729K | ﹤0.01% | 2178 |
|
|
2024
Q1 | $1.24M | Buy |
75,648
+55,246
| +271% | +$905K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $339K | Sell |
20,402
-1,748
| -8% | -$29K | ﹤0.01% | 2000 |
|
|
2023
Q3 | $340K | Buy |
22,150
+5,521
| +33% | +$84.7K | ﹤0.01% | 1826 |
|
|
2023
Q2 | $251K | Buy |
16,629
+171
| +1% | +$2.58K | ﹤0.01% | 2035 |
|
|
2023
Q1 | $255K | Buy |
16,458
+2,406
| +17% | +$37.3K | ﹤0.01% | 1931 |
|
|
2022
Q4 | $222K | Buy |
14,052
+2,250
| +19% | +$35.5K | ﹤0.01% | 1943 |
|
|
2022
Q3 | $166K | Buy |
+11,802
| New | +$166K | ﹤0.01% | 1939 |
|
|
2022
Q1 | – | Sell |
-11,451
| Closed | -$185K | – | 2268 |
|
|
2021
Q4 | $185K | Sell |
11,451
-6,501
| -36% | -$105K | ﹤0.01% | 1886 |
|
|
2021
Q3 | $282K | Buy |
+17,952
| New | +$282K | ﹤0.01% | 1628 |
|
|
2021
Q2 | – | Sell |
-11,407
| Closed | -$166K | – | 2002 |
|
|
2021
Q1 | $166K | Sell |
11,407
-3,798
| -25% | -$55.3K | ﹤0.01% | 2098 |
|
|
2020
Q4 | $196K | Buy |
15,205
+75
| +0.5% | +$967 | ﹤0.01% | 1873 |
|
|
2020
Q3 | $145K | Sell |
15,130
-3,650
| -19% | -$35K | ﹤0.01% | 1734 |
|
|
2020
Q2 | $181K | Sell |
18,780
-1,245
| -6% | -$12K | ﹤0.01% | 1535 |
|
|
2020
Q1 | $184K | Sell |
20,025
-16,200
| -45% | -$149K | ﹤0.01% | 1394 |
|
|
2019
Q4 | $589K | Buy |
36,225
+2,300
| +7% | +$37.4K | ﹤0.01% | 1019 |
|
|
2019
Q3 | $562K | Sell |
33,925
-600
| -2% | -$9.94K | ﹤0.01% | 999 |
|
|
2019
Q2 | $548K | Buy |
34,525
+600
| +2% | +$9.52K | ﹤0.01% | 1022 |
|
|
2019
Q1 | $553K | Sell |
33,925
-2,519
| -7% | -$41.1K | ﹤0.01% | 973 |
|
|
2018
Q4 | $520K | Sell |
36,444
-6,785
| -16% | -$96.8K | ﹤0.01% | 945 |
|
|
2018
Q3 | $756K | Buy |
43,229
+5,687
| +15% | +$99.5K | ﹤0.01% | 867 |
|
|
2018
Q2 | $671K | Buy |
37,542
+11
| +0% | +$197 | ﹤0.01% | 923 |
|
|
2018
Q1 | $659K | Buy |
37,531
+1,848
| +5% | +$32.4K | ﹤0.01% | 933 |
|
|
2017
Q4 | $700K | Buy |
35,683
+1,010
| +3% | +$19.8K | ﹤0.01% | 885 |
|
|
2017
Q3 | $656K | Buy |
34,673
+14,604
| +73% | +$276K | ﹤0.01% | 905 |
|
|
2017
Q2 | $375K | Sell |
20,069
-15,942
| -44% | -$298K | ﹤0.01% | 1154 |
|
|
2017
Q1 | $688K | Buy |
36,011
+9,685
| +37% | +$185K | ﹤0.01% | 820 |
|
|
2016
Q4 | $526K | Buy |
26,326
+5,060
| +24% | +$101K | ﹤0.01% | 891 |
|
|
2016
Q3 | $394K | Buy |
21,266
+3,573
| +20% | +$66.2K | ﹤0.01% | 1017 |
|
|
2016
Q2 | $333K | Sell |
17,693
-1,472
| -8% | -$27.7K | ﹤0.01% | 972 |
|
|
2016
Q1 | $380K | Sell |
19,165
-4,799
| -20% | -$95.2K | ﹤0.01% | 866 |
|
|
2015
Q4 | $479K | Buy |
23,964
+1,937
| +9% | +$38.7K | ﹤0.01% | 775 |
|
|
2015
Q3 | $409K | Buy |
22,027
+1,526
| +7% | +$28.3K | ﹤0.01% | 823 |
|
|
2015
Q2 | $387K | Buy |
+20,501
| New | +$387K | ﹤0.01% | 732 |
|