RCA
Rowland Carmichael Advisors’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,749
| Closed | -$188K | – | 305 |
|
|
2018
Q3 | $188K | Hold |
10,749
| – | – | 0.07% | 273 |
|
|
2018
Q2 | $192K | Hold |
10,749
| – | – | 0.08% | 272 |
|
|
2018
Q1 | $189K | Sell |
10,749
-818
| -7% | -$14.4K | 0.1% | 241 |
|
|
2017
Q4 | $227K | Sell |
11,567
-493
| -4% | -$9.68K | 0.12% | 224 |
|
|
2017
Q3 | $228K | Hold |
12,060
| – | – | 0.13% | 210 |
|
|
2017
Q2 | $226K | Hold |
12,060
| – | – | 0.13% | 197 |
|
|
2017
Q1 | $230K | Sell |
12,060
-1,933
| -14% | -$36.9K | 0.14% | 197 |
|
|
2016
Q4 | $280K | Hold |
13,993
| – | – | 0.17% | 171 |
|
|
2016
Q3 | $259K | Buy |
13,993
+3,200
| +30% | +$59.2K | 0.17% | 179 |
|
|
2016
Q2 | $203K | Buy |
+10,793
| New | +$203K | 0.13% | 211 |
|