Geneos Wealth 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 | $1.58K | Buy |
+135
| New | +$1.58K | ﹤0.01% | 2873 |
|
2022
Q3 | – | Sell |
-675
| Closed | -$9K | – | 2024 |
|
2022
Q2 | $9K | Sell |
675
-27
| -4% | -$360 | ﹤0.01% | 1970 |
|
2022
Q1 | $12K | Buy |
702
+27
| +4% | +$462 | ﹤0.01% | 1993 |
|
2021
Q4 | $10K | Hold |
675
| – | – | ﹤0.01% | 2162 |
|
2021
Q3 | $11K | Hold |
675
| – | – | ﹤0.01% | 2168 |
|
2021
Q2 | $10K | Hold |
675
| – | – | ﹤0.01% | 2188 |
|
2021
Q1 | $10K | Hold |
675
| – | – | ﹤0.01% | 2366 |
|
2020
Q4 | $10K | Hold |
675
| – | – | ﹤0.01% | 2203 |
|
2020
Q3 | $6K | Sell |
675
-186
| -22% | -$1.65K | ﹤0.01% | 2098 |
|
2020
Q2 | $8K | Sell |
861
-1,719
| -67% | -$16K | ﹤0.01% | 1970 |
|
2020
Q1 | $23K | Sell |
2,580
-1,488
| -37% | -$13.3K | ﹤0.01% | 1441 |
|
2019
Q4 | $65K | Buy |
4,068
+2,307
| +131% | +$36.9K | ﹤0.01% | 1127 |
|
2019
Q3 | $28K | Hold |
1,761
| – | – | ﹤0.01% | 1449 |
|
2019
Q2 | $27K | Hold |
1,761
| – | – | ﹤0.01% | 1479 |
|
2019
Q1 | $28K | Buy |
1,761
+1,575
| +847% | +$25K | ﹤0.01% | 1405 |
|
2018
Q4 | $2K | Hold |
186
| – | – | ﹤0.01% | 2171 |
|
2018
Q3 | $3K | Hold |
186
| – | – | ﹤0.01% | 2157 |
|
2018
Q2 | $3K | Sell |
186
-220
| -54% | -$3.55K | ﹤0.01% | 2021 |
|
2018
Q1 | $7K | Sell |
406
-505
| -55% | -$8.71K | ﹤0.01% | 1746 |
|
2017
Q4 | $17K | Buy |
911
+170
| +23% | +$3.17K | ﹤0.01% | 1440 |
|
2017
Q3 | $14K | Buy |
741
+406
| +121% | +$7.67K | ﹤0.01% | 1446 |
|
2017
Q2 | $6K | Hold |
335
| – | – | ﹤0.01% | 1662 |
|
2017
Q1 | $6K | Hold |
335
| – | – | ﹤0.01% | 1621 |
|
2016
Q4 | $6K | Buy |
+335
| New | +$6K | ﹤0.01% | 1555 |
|