DWM
Dakota Wealth Management’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
336,255
+117,601
| +54% | +$1.37M | 0.08% | 186 |
|
|
2025
Q1 | $2.82M | Buy |
218,654
+20,485
| +10% | +$264K | 0.07% | 218 |
|
|
2024
Q4 | $3.04M | Sell |
198,169
-42,270
| -18% | -$649K | 0.07% | 207 |
|
|
2024
Q3 | $3.57M | Sell |
240,439
-335
| -0.1% | -$4.98K | 0.08% | 209 |
|
|
2024
Q2 | $3.5M | Sell |
240,774
-39,612
| -14% | -$576K | 0.08% | 206 |
|
|
2024
Q1 | $4.59M | Sell |
280,386
-26,297
| -9% | -$431K | 0.11% | 166 |
|
|
2023
Q4 | $5.09M | Sell |
306,683
-43,324
| -12% | -$720K | 0.2% | 123 |
|
|
2023
Q3 | $5.37M | Sell |
350,007
-31,687
| -8% | -$486K | 0.24% | 107 |
|
|
2023
Q2 | $5.77M | Sell |
381,694
-1,742
| -0.5% | -$26.3K | 0.27% | 92 |
|
|
2023
Q1 | $5.95M | Buy |
383,436
+82,559
| +27% | +$1.28M | 0.4% | 69 |
|
|
2022
Q4 | $4.75M | Buy |
300,877
+62,133
| +26% | +$980K | 0.34% | 75 |
|
|
2022
Q3 | $3.36M | Buy |
238,744
+62,026
| +35% | +$872K | 0.27% | 91 |
|
|
2022
Q2 | $2.59M | Buy |
176,718
+145,658
| +469% | +$2.14M | 0.24% | 112 |
|
|
2022
Q1 | $558K | Buy |
31,060
+14,128
| +83% | +$254K | 0.05% | 270 |
|
|
2021
Q4 | $273K | Buy |
+16,932
| New | +$273K | 0.03% | 314 |
|