Private Wealth Management Group’s Apple Hospitality REIT APLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-154
Closed -$1.99K 1500
2025
Q1
$1.99K Sell
154
-132
-46% -$1.71K ﹤0.01% 1059
2024
Q4
$4.39K Hold
286
﹤0.01% 795
2024
Q3
$4.25K Hold
286
﹤0.01% 795
2024
Q2
$4.16K Buy
286
+38
+15% +$553 ﹤0.01% 777
2024
Q1
$4.06K Hold
248
﹤0.01% 689
2023
Q4
$4.12K Buy
+248
New +$4.12K ﹤0.01% 699