IAA
Independent Advisor Alliance’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,985
| Closed | -$197K | – | 624 |
|
|
2022
Q1 | $197K | Sell |
10,985
-500
| -4% | -$8.97K | 0.01% | 618 |
|
|
2021
Q4 | $185K | Hold |
11,485
| – | – | 0.01% | 633 |
|
|
2021
Q3 | $181K | Hold |
11,485
| – | – | 0.01% | 591 |
|
|
2021
Q2 | $175K | Hold |
11,485
| – | – | 0.01% | 592 |
|
|
2021
Q1 | $167K | Sell |
11,485
-265
| -2% | -$3.85K | 0.01% | 565 |
|
|
2020
Q4 | $152K | Hold |
11,750
| – | – | 0.01% | 518 |
|
|
2020
Q3 | $113K | Hold |
11,750
| – | – | 0.01% | 473 |
|
|
2020
Q2 | $114K | Buy |
11,750
+1,100
| +10% | +$10.7K | 0.01% | 461 |
|
|
2020
Q1 | $98K | Buy |
+10,650
| New | +$98K | 0.01% | 390 |
|
|
2019
Q4 | – | Sell |
-11,650
| Closed | -$193K | – | 880 |
|
|
2019
Q3 | $193K | Buy |
+11,650
| New | +$193K | 0.02% | 424 |
|
|
2019
Q1 | – | Sell |
-25,451
| Closed | -$363K | – | 435 |
|
|
2018
Q4 | $363K | Sell |
25,451
-15,858
| -38% | -$226K | 0.06% | 250 |
|
|
2018
Q3 | $718K | Buy |
41,309
+300
| +0.7% | +$5.21K | 0.13% | 155 |
|
|
2018
Q2 | $733K | Sell |
41,009
-5,557
| -12% | -$99.3K | 0.15% | 146 |
|
|
2018
Q1 | $807K | Sell |
46,566
-7,026
| -13% | -$122K | 0.18% | 133 |
|
|
2017
Q4 | $1.04M | Sell |
53,592
-5,000
| -9% | -$97.4K | 0.23% | 105 |
|
|
2017
Q3 | $1.11M | Buy |
58,592
+2,956
| +5% | +$55.8K | 0.3% | 85 |
|
|
2017
Q2 | $1.02M | Buy |
55,636
+744
| +1% | +$13.6K | 0.32% | 87 |
|
|
2017
Q1 | $1.04M | Sell |
54,892
-500
| -0.9% | -$9.44K | 0.16% | 157 |
|
|
2016
Q4 | $1.12M | Buy |
+55,392
| New | +$1.12M | 0.48% | 67 |
|