MA
MONECO Advisors’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,587
| Closed | -$292K | – | 409 |
|
|
2023
Q4 | $292K | Hold |
17,587
| – | – | 0.06% | 297 |
|
|
2023
Q3 | $270K | Hold |
17,587
| – | – | 0.07% | 268 |
|
|
2023
Q2 | $266K | Sell |
17,587
-633
| -3% | -$9.57K | 0.07% | 272 |
|
|
2023
Q1 | $283K | Buy |
18,220
+5,566
| +44% | +$86.4K | 0.08% | 253 |
|
|
2022
Q4 | $200K | Sell |
12,654
-500
| -4% | -$7.89K | 0.07% | 259 |
|
|
2022
Q3 | $185K | Hold |
13,154
| – | – | 0.07% | 235 |
|
|
2022
Q2 | $193K | Sell |
13,154
-2,090
| -14% | -$30.7K | 0.07% | 236 |
|
|
2022
Q1 | $274K | Sell |
15,244
-1,600
| -9% | -$28.8K | 0.1% | 193 |
|
|
2021
Q4 | $270K | Buy |
16,844
+2,713
| +19% | +$43.5K | 0.1% | 195 |
|
|
2021
Q3 | $222K | Buy |
14,131
+474
| +3% | +$7.45K | 0.09% | 225 |
|
|
2021
Q2 | $208K | Hold |
13,657
| – | – | 0.1% | 208 |
|
|
2021
Q1 | $199K | Sell |
13,657
-255
| -2% | -$3.72K | 0.1% | 210 |
|
|
2020
Q4 | $179K | Sell |
13,912
-3,509
| -20% | -$45.1K | 0.1% | 179 |
|
|
2020
Q3 | $167K | Buy |
17,421
+1,326
| +8% | +$12.7K | 0.11% | 152 |
|
|
2020
Q2 | $155K | Hold |
16,095
| – | – | 0.12% | 131 |
|
|
2020
Q1 | $148K | Buy |
16,095
+3,633
| +29% | +$33.4K | 0.15% | 113 |
|
|
2019
Q4 | $199K | Hold |
12,462
| – | – | 0.14% | 144 |
|
|
2019
Q3 | $207K | Hold |
12,462
| – | – | 0.16% | 135 |
|
|
2019
Q2 | $198K | Hold |
12,462
| – | – | 0.16% | 127 |
|
|
2019
Q1 | $203K | Buy |
12,462
+1,650
| +15% | +$26.9K | 0.16% | 131 |
|
|
2018
Q4 | $154K | Buy |
+10,812
| New | +$154K | 0.18% | 95 |
|