PIWA
Prevail Innovative Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-97,425
| Closed | -$1.45M | – | 164 |
|
|
2024
Q3 | $1.45M | Sell |
97,425
-1,418
| -1% | -$21.1K | 0.44% | 80 |
|
|
2024
Q2 | $1.44M | Buy |
+98,843
| New | +$1.44M | 0.51% | 76 |
|
|
2023
Q4 | – | Sell |
-113,078
| Closed | -$1.73M | – | 136 |
|
|
2023
Q3 | $1.73M | Buy |
+113,078
| New | +$1.73M | 0.9% | 43 |
|