MWM
Mascoma Wealth Management’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84K | Hold |
500
| – | – | ﹤0.01% | 372 |
|
|
2025
Q1 | $6.46K | Hold |
500
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $7.68K | Hold |
500
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $7.43K | Hold |
500
| – | – | ﹤0.01% | 352 |
|
|
2024
Q2 | $7.27K | Hold |
500
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $8.19K | Hold |
500
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $8.31K | Hold |
500
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $7.67K | Hold |
500
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $7.57K | Hold |
500
| – | – | ﹤0.01% | 343 |
|
|
2023
Q1 | $7.45K | Hold |
500
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $7.89K | Hold |
500
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 448 |
|
|
2021
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 354 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$7K | – | 122 |
|
|
2021
Q1 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 359 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$8K | – | 95 |
|
|
2019
Q2 | $8K | Hold |
500
| – | – | 0.01% | 278 |
|
|
2019
Q1 | $8K | Hold |
500
| – | – | 0.01% | 279 |
|
|
2018
Q4 | $7K | Hold |
500
| – | – | 0.01% | 278 |
|
|
2018
Q3 | $9K | Hold |
500
| – | – | 0.01% | 287 |
|
|
2018
Q2 | $9K | Hold |
500
| – | – | 0.01% | 281 |
|
|
2018
Q1 | $9K | Hold |
500
| – | – | 0.01% | 276 |
|
|
2017
Q4 | $10K | Hold |
500
| – | – | 0.01% | 259 |
|
|
2017
Q3 | $9K | Hold |
500
| – | – | 0.01% | 280 |
|
|
2017
Q2 | $9K | Buy |
+500
| New | +$9K | 0.01% | 285 |
|