JFS Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,000
| Closed | -$50K | – | 2007 |
|
2022
Q1 | $50K | Sell |
2,000
-800
| -29% | -$20K | ﹤0.01% | 433 |
|
2021
Q4 | $51K | Hold |
2,800
| – | – | ﹤0.01% | 417 |
|
2021
Q3 | $34K | Buy |
2,800
+1,800
| +180% | +$21.9K | ﹤0.01% | 467 |
|
2021
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 448 |
|
2021
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 422 |
|
2020
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 449 |
|
2020
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 453 |
|
2020
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 402 |
|
2020
Q1 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 376 |
|
2019
Q4 | $13K | Buy |
1,000
+500
| +100% | +$6.5K | ﹤0.01% | 357 |
|
2019
Q3 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 390 |
|