Mount Yale Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,589
| Closed | -$187K | – | 334 |
|
|
2019
Q1 | $187K | Buy |
12,589
+420
| +3% | +$6.24K | 0.04% | 291 |
|
|
2018
Q4 | $195K | Sell |
12,169
-1,017
| -8% | -$16.3K | 0.04% | 295 |
|
|
2018
Q3 | $204K | Buy |
13,186
+1,426
| +12% | +$22.1K | 0.04% | 303 |
|
|
2018
Q2 | $200K | Sell |
11,760
-112
| -0.9% | -$1.91K | 0.04% | 305 |
|
|
2018
Q1 | $168K | Buy |
+11,872
| New | +$168K | 0.04% | 315 |
|