Montag & Associates’s Preferred Apartment Communities, Inc. APTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-28,400
| Closed | -$307K | – | 260 |
|
|
2015
Q1 | $307K | Hold |
28,400
| – | – | 0.04% | 218 |
|
|
2014
Q4 | $258K | Hold |
28,400
| – | – | 0.04% | 219 |
|
|
2014
Q3 | $236K | Hold |
28,400
| – | – | 0.04% | 220 |
|
|
2014
Q2 | $252K | Sell |
28,400
-50
| -0.2% | -$444 | 0.04% | 222 |
|
|
2014
Q1 | $229K | Hold |
28,450
| – | – | 0.04% | 219 |
|
|
2013
Q4 | $229K | Hold |
28,450
| – | – | 0.04% | 212 |
|
|
2013
Q3 | $231K | Buy |
+28,450
| New | +$231K | 0.04% | 203 |
|