Next Financial Group’s Apple Hospitality REIT APLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$33K Hold
2,078
﹤0.01% 1666
2021
Q3
$32K Sell
2,078
-5,190
-71% -$79.9K ﹤0.01% 1602
2021
Q2
$111K Hold
7,268
0.01% 1070
2021
Q1
$106K Buy
7,268
+200
+3% +$2.92K 0.01% 1005
2020
Q4
$91K Hold
7,068
0.01% 990
2020
Q3
$68K Buy
+7,068
New +$68K 0.01% 994
2020
Q2
Sell
-78
Closed -$1K 663
2020
Q1
$1K Sell
78
-1,155
-94% -$14.8K ﹤0.01% 1983
2019
Q4
$20K Hold
1,233
﹤0.01% 1523
2019
Q3
$20K Hold
1,233
﹤0.01% 1437
2019
Q2
$19K Buy
1,233
+65
+6% +$1K ﹤0.01% 1472
2019
Q1
$19K Buy
+1,168
New +$19K ﹤0.01% 968
2017
Q2
Sell
-637
Closed -$12K 1897
2017
Q1
$12K Sell
637
-2,400
-79% -$45.2K ﹤0.01% 1196
2016
Q4
$61K Buy
+3,037
New +$61K 0.01% 875