Laird Norton Wetherby Wealth Management’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,097
| Closed | -$153K | – | 900 |
|
|
2023
Q2 | $153K | Buy |
10,097
+54
| +0.5% | +$816 | 0.01% | 880 |
|
|
2023
Q1 | $156K | Hold |
10,043
| – | – | 0.01% | 850 |
|
|
2022
Q4 | $158K | Sell |
10,043
-43
| -0.4% | -$679 | 0.01% | 822 |
|
|
2022
Q3 | $142K | Sell |
10,086
-395
| -4% | -$5.56K | 0.01% | 823 |
|
|
2022
Q2 | $154K | Buy |
10,481
+388
| +4% | +$5.7K | 0.01% | 837 |
|
|
2022
Q1 | $181K | Sell |
10,093
-303
| -3% | -$5.43K | 0.01% | 862 |
|
|
2021
Q4 | $168K | Hold |
10,396
| – | – | 0.01% | 871 |
|
|
2021
Q3 | $164K | Sell |
10,396
-35
| -0.3% | -$552 | 0.01% | 862 |
|
|
2021
Q2 | $159K | Buy |
10,431
+35
| +0.3% | +$534 | 0.01% | 874 |
|
|
2021
Q1 | $151K | Sell |
10,396
-228
| -2% | -$3.31K | 0.01% | 756 |
|
|
2020
Q4 | $137K | Buy |
+10,624
| New | +$137K | 0.01% | 840 |
|
|
2020
Q3 | – | Sell |
-11,393
| Closed | -$110K | – | 723 |
|
|
2020
Q2 | $110K | Buy |
+11,393
| New | +$110K | 0.01% | 691 |
|