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