Focused Wealth Management’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-739
| Closed | -$12.3K | – | 248 |
|
|
2023
Q4 | $12.3K | Buy |
739
+10
| +1% | +$162 | ﹤0.01% | 513 |
|
|
2023
Q3 | $11.2K | Buy |
729
+8
| +1% | +$122 | ﹤0.01% | 508 |
|
|
2023
Q2 | $10.9K | Buy |
721
+11
| +2% | +$167 | ﹤0.01% | 529 |
|
|
2023
Q1 | $11K | Buy |
710
+11
| +2% | +$180 | ﹤0.01% | 523 |
|
|
2022
Q4 | $11K | Buy |
699
+9
| +1% | +$145 | ﹤0.01% | 515 |
|
|
2022
Q3 | $10K | Buy |
690
+8
| +1% | +$127 | ﹤0.01% | 486 |
|
|
2022
Q2 | $10K | Buy |
682
+6
| +0.9% | +$99 | ﹤0.01% | 492 |
|
|
2022
Q1 | $12K | Buy |
676
+2
| +0.3% | +$34 | ﹤0.01% | 518 |
|
|
2021
Q4 | $11K | Hold |
674
| – | – | ﹤0.01% | 565 |
|
|
2021
Q3 | $11K | Buy |
674
+1
| +0.1% | +$15 | ﹤0.01% | 580 |
|
|
2021
Q2 | $10K | Hold |
673
| – | – | ﹤0.01% | 605 |
|
|
2021
Q1 | $10K | Hold |
673
| – | – | ﹤0.01% | 591 |
|
|
2020
Q4 | $9K | Hold |
673
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $6K | Hold |
673
| – | – | ﹤0.01% | 569 |
|
|
2020
Q2 | $6K | Hold |
673
| – | – | ﹤0.01% | 552 |
|
|
2020
Q1 | $6K | Buy |
673
+8
| +1% | +$105 | ﹤0.01% | 504 |
|
|
2019
Q4 | $11K | Buy |
665
+5
| +0.8% | +$81 | ﹤0.01% | 484 |
|
|
2019
Q3 | $11K | Buy |
660
+5
| +0.8% | +$79 | ﹤0.01% | 466 |
|
|
2019
Q2 | $10K | Buy |
655
+5
| +0.8% | +$81 | ﹤0.01% | 508 |
|
|
2019
Q1 | $11K | Buy |
650
+4
| +0.6% | +$64 | ﹤0.01% | 450 |
|
|
2018
Q4 | $9K | Buy |
646
+5
| +0.8% | +$79 | ﹤0.01% | 465 |
|
|
2018
Q3 | $11K | Buy |
641
+104
| +19% | +$1.85K | ﹤0.01% | 437 |
|
|
2018
Q2 | $10K | Buy |
537
+304
| +130% | +$5.55K | ﹤0.01% | 442 |
|
|
2018
Q1 | $4K | Buy |
233
+3
| +1% | +$55 | ﹤0.01% | 569 |
|
|
2017
Q4 | $5K | Buy |
230
+4
| +2% | +$77 | ﹤0.01% | 540 |
|
|
2017
Q3 | $4K | Sell |
226
-543
| -71% | -$9.96K | ﹤0.01% | 527 |
|
|
2017
Q2 | $14K | Buy |
769
+12
| +2% | +$228 | 0.01% | 421 |
|
|
2017
Q1 | $14K | Buy |
757
+11
| +1% | +$217 | 0.01% | 424 |
|
|
2016
Q4 | $15K | Buy |
746
+12
| +2% | +$223 | 0.01% | 421 |
|
|
2016
Q3 | $14K | Buy |
734
+11
| +2% | +$214 | 0.01% | 404 |
|
|
2016
Q2 | $14K | Buy |
723
+12
| +2% | +$225 | 0.01% | 396 |
|
|
2016
Q1 | $14K | Sell |
711
-248
| -26% | -$4.76K | 0.01% | 342 |
|
|
2015
Q4 | $19K | Buy |
959
+14
| +1% | +$275 | 0.01% | 323 |
|
|
2015
Q3 | $18K | Sell |
945
-3,167
| -77% | -$58K | 0.01% | 309 |
|
|
2015
Q2 | $78K | Buy |
+4,112
| New | +$77K | 0.05% | 158 |
|
Other funds holding APLE
Focused Wealth Management's APLE Position: Q1 2024 in Review
Focused Wealth Management sold out of Apple Hospitality REIT (APLE) in Q1 2024, closing a stake of 739 shares — an estimated $12.3K sold.
Focused Wealth Management first reported a position in APLE in Q2 2015 and held it in 35 quarters. The position peaked at $78K in Q2 2015. 306 funds tracked by Wall St. Rank hold APLE as of Q1 2024.
- Focused Wealth Management reported no remaining Apple Hospitality REIT position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 739 Apple Hospitality REIT shares in Q1 2024, an estimated $12.3K.
- Focused Wealth Management first reported a position in Apple Hospitality REIT in Q2 2015 and held it in 35 quarters.
- Focused Wealth Management's Apple Hospitality REIT position peaked at $78K in Q2 2015.
- 306 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.