IWA
APTS
IBEX Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-146,425
| Closed | -$2.19M | – | 379 |
|
|
2019
Q2 | $2.19M | Buy |
146,425
+11,977
| +9% | +$179K | 0.63% | 61 |
|
|
2019
Q1 | $1.99M | Buy |
134,448
+60,696
| +82% | +$900K | 0.7% | 64 |
|
|
2018
Q4 | $1.04M | Buy |
73,752
+38,257
| +108% | +$538K | 0.47% | 57 |
|
|
2018
Q3 | $611K | Buy |
+35,495
| New | +$611K | 0.22% | 80 |
|