Evergreen Capital Management’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
$172K Sell
14,663
-208
-1% -$2.44K 0.01% 1057
2025
Q1
$192K Buy
14,871
+4,371
+42% +$56.4K 0.01% 1012
2024
Q4
$163K Buy
+10,500
New +$163K 0.01% 1020
2024
Q3
Sell
-13,057
Closed -$191K 1006
2024
Q2
$191K Sell
13,057
-22,536
-63% -$329K 0.01% 873
2024
Q1
$586K Sell
35,593
-209
-0.6% -$3.44K 0.02% 408
2023
Q4
$598K Buy
35,802
+7,595
+27% +$127K 0.02% 378
2023
Q3
$435K Buy
28,207
+3,454
+14% +$53.3K 0.02% 427
2023
Q2
$376K Sell
24,753
-116
-0.5% -$1.76K 0.02% 477
2023
Q1
$388K Buy
24,869
+857
+4% +$13.4K 0.02% 434
2022
Q4
$383K Buy
+24,012
New +$383K 0.02% 417