Orion Portfolio Solutions’s Apple Hospitality REIT APLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$896K Buy
69,383
+3,769
+6% +$48.7K 0.01% 1139
2024
Q4
$1.01M Buy
65,614
+83
+0.1% +$1.27K 0.01% 1051
2024
Q3
$973K Sell
65,531
-103
-0.2% -$1.53K 0.01% 1050
2024
Q2
$954K Buy
65,634
+10,812
+20% +$157K 0.01% 1019
2024
Q1
$898K Buy
54,822
+392
+0.7% +$6.42K 0.01% 1033
2023
Q4
$924K Sell
54,430
-3,553
-6% -$60.3K 0.01% 983
2023
Q3
$889K Sell
57,983
-323,455
-85% -$4.96M 0.01% 971
2023
Q2
$904K Buy
381,438
+320,514
+526% +$760K 0.01% 991
2023
Q1
$946K Buy
+60,924
New +$946K 0.01% 898
2020
Q3
Sell
-277
Closed -$3K 524
2020
Q2
$3K Sell
277
-266
-49% -$2.88K ﹤0.01% 1616
2020
Q1
$5K Sell
543
-159
-23% -$1.46K ﹤0.01% 1269
2019
Q4
$11K Buy
+702
New +$11K ﹤0.01% 957