Nisa Investment Advisors’s Apple Hospitality REIT APLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$693K Sell
58,940
-12,970
-18% -$153K ﹤0.01% 915
2025
Q1
$935K Sell
71,910
-2,078
-3% -$27K ﹤0.01% 834
2024
Q4
$1.15M Sell
73,988
-6,453
-8% -$100K ﹤0.01% 832
2024
Q3
$1.2M Sell
80,441
-5,586
-6% -$83.5K 0.01% 811
2024
Q2
$1.26M Buy
86,027
+1,528
+2% +$22.3K 0.01% 815
2024
Q1
$1.39M Buy
84,499
+176
+0.2% +$2.9K 0.01% 775
2023
Q4
$1.4M Sell
84,323
-8,597
-9% -$143K 0.01% 760
2023
Q3
$1.43M Buy
92,920
+4,835
+5% +$74.2K 0.01% 766
2023
Q2
$1.33M Sell
88,085
-11,600
-12% -$175K 0.01% 799
2023
Q1
$1.55M Buy
99,685
+5,135
+5% +$79.7K 0.01% 730
2022
Q4
$1.49M Buy
94,550
+1,433
+2% +$22.6K 0.01% 807
2022
Q3
$1.33M Buy
93,117
+14,004
+18% +$200K 0.01% 739
2022
Q2
$1.16M Sell
79,113
-8,245
-9% -$121K 0.01% 778
2022
Q1
$1.57M Sell
87,358
-9,549
-10% -$172K 0.01% 728
2021
Q4
$1.56M Sell
96,907
-11,285
-10% -$182K 0.01% 711
2021
Q3
$1.7K Sell
108,192
-1,667
-2% -$26 0.01% 745
2021
Q2
$1.68K Sell
109,859
-4,034
-4% -$62 0.01% 769
2021
Q1
$1.66K Sell
113,893
-5,961
-5% -$87 0.01% 769
2020
Q4
$1.55M Buy
119,854
+7,234
+6% +$93.4K 0.01% 764
2020
Q3
$1.08M Buy
112,620
+25,303
+29% +$243K 0.01% 785
2020
Q2
$843K Buy
87,317
+23,517
+37% +$227K 0.01% 845
2020
Q1
$585K Sell
63,800
-59,292
-48% -$544K 0.01% 868
2019
Q4
$2M Buy
123,092
+19,928
+19% +$324K 0.02% 645
2019
Q3
$1.71M Buy
103,164
+41,091
+66% +$681K 0.02% 700
2019
Q2
$984K Buy
62,073
+8,308
+15% +$132K 0.01% 861
2019
Q1
$876K Buy
+53,765
New +$876K 0.01% 881
2018
Q4
Sell
-2,050
Closed -$36K 1953
2018
Q3
$36K Hold
2,050
﹤0.01% 1504
2018
Q2
$37K Sell
2,050
-6,000
-75% -$108K ﹤0.01% 1484
2018
Q1
$141K Sell
8,050
-12,000
-60% -$210K ﹤0.01% 1295
2017
Q4
$393K Buy
+20,050
New +$393K ﹤0.01% 1097