Creative Planning’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
Q1 | – | Sell |
-169,166
| Closed | -$3.06M | – | 2396 |
|
|
2021
Q4 | $3.06M | Sell |
169,166
-4,827
| -3% | -$87.2K | ﹤0.01% | 563 |
|
|
2021
Q3 | $2.13M | Buy |
173,993
+40,732
| +31% | +$498K | ﹤0.01% | 670 |
|
|
2021
Q2 | $1.3M | Sell |
133,261
-6,500
| -5% | -$63.4K | ﹤0.01% | 827 |
|
|
2021
Q1 | $1.38M | Buy |
139,761
+93,477
| +202% | +$921K | ﹤0.01% | 873 |
|
|
2020
Q4 | $343K | Hold |
46,284
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q3 | $250K | Buy |
46,284
+31,038
| +204% | +$168K | ﹤0.01% | 1524 |
|
|
2020
Q2 | $116K | Buy |
+15,246
| New | +$116K | ﹤0.01% | 1614 |
|
|
2018
Q2 | – | Sell |
-18,375
| Closed | -$261K | – | 2007 |
|
|
2018
Q1 | $261K | Buy |
+18,375
| New | +$261K | ﹤0.01% | 1421 |
|
|
2017
Q3 | – | Sell |
-1,019
| Closed | -$16K | – | 3914 |
|
|
2017
Q2 | $16K | Buy |
1,019
+769
| +308% | +$12.1K | ﹤0.01% | 3299 |
|
|
2017
Q1 | $3K | Sell |
250
-500
| -67% | -$6K | ﹤0.01% | 4127 |
|
|
2016
Q4 | $11K | Buy |
750
+500
| +200% | +$7.33K | ﹤0.01% | 3460 |
|
|
2016
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 4035 |
|
|
2016
Q2 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 3716 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$3K | – | 4287 |
|
|
2014
Q4 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 3655 |
|