Geneos Wealth Management’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 |
-925
| Closed | -$16K | – | 3062 |
|
|
2021
Q4 | $16K | Sell |
925
-6,075
| -87% | -$105K | ﹤0.01% | 2007 |
|
|
2021
Q3 | $87K | Hold |
7,000
| – | – | ﹤0.01% | 1226 |
|
|
2021
Q2 | $69K | Hold |
7,000
| – | – | ﹤0.01% | 1335 |
|
|
2021
Q1 | $71K | Hold |
7,000
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q4 | $69K | Hold |
7,000
| – | – | ﹤0.01% | 1305 |
|
|
2020
Q3 | $37K | Hold |
7,000
| – | – | ﹤0.01% | 1381 |
|
|
2020
Q2 | $51K | Hold |
7,000
| – | – | ﹤0.01% | 1207 |
|
|
2020
Q1 | $52K | Buy |
7,000
+2,000
| +40% | +$14.9K | ﹤0.01% | 1101 |
|
|
2019
Q4 | $65K | Hold |
5,000
| – | – | ﹤0.01% | 1135 |
|
|
2019
Q3 | $72K | Hold |
5,000
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q2 | $74K | Hold |
5,000
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q1 | $74K | Hold |
5,000
| – | – | ﹤0.01% | 980 |
|
|
2018
Q4 | $70K | Buy |
5,000
+1,580
| +46% | +$22.1K | 0.01% | 961 |
|
|
2018
Q3 | $60K | Hold |
3,420
| – | – | ﹤0.01% | 1088 |
|
|
2018
Q2 | $58K | Hold |
3,420
| – | – | ﹤0.01% | 980 |
|
|
2018
Q1 | $48K | Buy |
3,420
+2,420
| +242% | +$34K | ﹤0.01% | 1016 |
|
|
2017
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1389 |
|
|
2017
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1378 |
|
|
2017
Q2 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 1395 |
|