Ritholtz Wealth Management’s Apple Hospitality REIT APLE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-16,199
| Closed | -$265K | – | 823 |
|
2024
Q1 | $265K | Sell |
16,199
-3,857
| -19% | -$63.2K | 0.01% | 668 |
|
2023
Q4 | $333K | Sell |
20,056
-4,503
| -18% | -$74.8K | 0.01% | 576 |
|
2023
Q3 | $377K | Sell |
24,559
-17,638
| -42% | -$271K | 0.02% | 504 |
|
2023
Q2 | $638K | Buy |
42,197
+3,223
| +8% | +$48.7K | 0.03% | 377 |
|
2023
Q1 | $605K | Buy |
+38,974
| New | +$605K | 0.03% | 363 |
|