J.P. Morgan Private Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $325K | Sell |
21,212
-1,614
| -7% | -$24.8K | ﹤0.01% | 1437 |
|
|
2023
Q2 | $345K | Sell |
22,826
-31,871
| -58% | -$482K | ﹤0.01% | 1183 |
|
|
2023
Q1 | $849K | Sell |
54,697
-5,362
| -9% | -$83.2K | ﹤0.01% | 1243 |
|
|
2022
Q4 | $948K | Buy |
60,059
+186
| +0.3% | +$2.94K | ﹤0.01% | 1170 |
|
|
2022
Q3 | $842K | Sell |
59,873
-2,782
| -4% | -$39.1K | ﹤0.01% | 1224 |
|
|
2022
Q2 | $919K | Sell |
62,655
-1,640
| -3% | -$24.1K | ﹤0.01% | 1181 |
|
|
2022
Q1 | $1.16M | Sell |
64,295
-295
| -0.5% | -$5.3K | ﹤0.01% | 1145 |
|
|
2021
Q4 | $1.04M | Sell |
64,590
-10,174
| -14% | -$164K | ﹤0.01% | 1217 |
|
|
2021
Q3 | $1.18M | Buy |
74,764
+3,533
| +5% | +$55.6K | ﹤0.01% | 1144 |
|
|
2021
Q2 | $1.09M | Buy |
71,231
+9,165
| +15% | +$140K | ﹤0.01% | 1156 |
|
|
2021
Q1 | $904K | Buy |
62,066
+7,899
| +15% | +$115K | ﹤0.01% | 1083 |
|
|
2020
Q4 | $699K | Buy |
54,167
+4,344
| +9% | +$56.1K | ﹤0.01% | 1145 |
|
|
2020
Q3 | $479K | Sell |
49,823
-2,241
| -4% | -$21.5K | ﹤0.01% | 1174 |
|
|
2020
Q2 | $503K | Buy |
52,064
+33,607
| +182% | +$325K | ﹤0.01% | 1092 |
|
|
2020
Q1 | $169K | Buy |
18,457
+6,380
| +53% | +$58.4K | ﹤0.01% | 1317 |
|
|
2019
Q4 | $196K | Sell |
12,077
-740
| -6% | -$12K | ﹤0.01% | 1405 |
|
|
2019
Q3 | $213K | Buy |
12,817
+110
| +0.9% | +$1.83K | ﹤0.01% | 1325 |
|
|
2019
Q2 | $202K | Sell |
12,707
-7,022
| -36% | -$112K | ﹤0.01% | 1296 |
|
|
2019
Q1 | $322K | Buy |
19,729
+4,939
| +33% | +$80.6K | ﹤0.01% | 1181 |
|
|
2018
Q4 | $211K | Sell |
14,790
-573
| -4% | -$8.18K | ﹤0.01% | 1321 |
|
|
2018
Q3 | $269K | Sell |
15,363
-2,029
| -12% | -$35.5K | ﹤0.01% | 1354 |
|
|
2018
Q2 | $311K | Sell |
17,392
-5,570
| -24% | -$99.6K | ﹤0.01% | 1193 |
|
|
2018
Q1 | $403K | Sell |
22,962
-1,256
| -5% | -$22K | ﹤0.01% | 941 |
|
|
2017
Q4 | $475K | Sell |
24,218
-3,563
| -13% | -$69.9K | ﹤0.01% | 884 |
|
|
2017
Q3 | $525K | Sell |
27,781
-1,814
| -6% | -$34.3K | ﹤0.01% | 823 |
|
|
2017
Q2 | $554K | Buy |
+29,595
| New | +$554K | ﹤0.01% | 804 |
|