Omnia Family Wealth’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,753
| Closed | -$126K | – | 71 |
|
|
2020
Q1 | $126K | Buy |
13,753
+1,761
| +15% | +$16.1K | 0.13% | 74 |
|
|
2019
Q4 | $195K | Sell |
11,992
-439
| -4% | -$7.14K | 0.09% | 91 |
|
|
2019
Q3 | $206K | Buy |
+12,431
| New | +$206K | 0.15% | 84 |
|
|
2019
Q2 | – | Sell |
-6,584
| Closed | -$107K | – | 132 |
|
|
2019
Q1 | $107K | Buy |
6,584
+1,489
| +29% | +$24.2K | 0.05% | 122 |
|
|
2018
Q4 | $73K | Sell |
5,095
-2,318
| -31% | -$33.2K | 0.04% | 131 |
|
|
2018
Q3 | $130K | Buy |
7,413
+928
| +14% | +$16.3K | 0.06% | 106 |
|
|
2018
Q2 | $117K | Buy |
6,485
+2,854
| +79% | +$51.5K | 0.05% | 109 |
|
|
2018
Q1 | $64K | Buy |
3,631
+3,329
| +1,102% | +$58.7K | 0.03% | 134 |
|
|
2017
Q4 | $6K | Buy |
+302
| New | +$6K | ﹤0.01% | 315 |
|
|
2017
Q2 | – | Sell |
-119
| Closed | -$2K | – | 708 |
|
|
2017
Q1 | $2K | Buy |
+119
| New | +$2K | ﹤0.01% | 564 |
|