LWS
APTS
Lucia Wealth Services’s Preferred Apartment Communities, Inc. APTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $44K | Hold |
8,090
| – | – | 0.01% | 163 |
|
|
2020
Q2 | $61K | Hold |
8,090
| – | – | 0.02% | 151 |
|
|
2020
Q1 | $58K | Hold |
8,090
| – | – | 0.02% | 160 |
|
|
2019
Q4 | $108K | Buy |
8,090
+1,930
| +31% | +$25.8K | 0.03% | 134 |
|
|
2019
Q3 | $89K | Hold |
6,160
| – | – | 0.03% | 120 |
|
|
2019
Q2 | $92K | Hold |
6,160
| – | – | 0.03% | 128 |
|
|
2019
Q1 | $91K | Buy |
+6,160
| New | +$91K | 0.03% | 143 |
|
|
2018
Q4 | – | Sell |
-1,800
| Closed | -$32K | – | 225 |
|
|
2018
Q3 | $32K | Buy |
1,800
+800
| +80% | +$14.2K | 0.01% | 195 |
|
|
2018
Q2 | $17K | Sell |
1,000
-800
| -44% | -$13.6K | 0.01% | 185 |
|
|
2018
Q1 | $26K | Buy |
+1,800
| New | +$26K | 0.01% | 164 |
|