Signature Estate & Investment Advisors’s Apple Hospitality REIT APLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Hold
14,129
﹤0.01% 563
2025
Q1
$182K Sell
14,129
-2,040
-13% -$26.3K ﹤0.01% 536
2024
Q4
$248K Sell
16,169
-1,033
-6% -$15.9K 0.01% 459
2024
Q3
$255K Sell
17,202
-371
-2% -$5.51K 0.01% 435
2024
Q2
$256K Hold
17,573
0.01% 426
2024
Q1
$288K Hold
17,573
0.01% 146
2023
Q4
$292K Hold
17,573
0.01% 150
2023
Q3
$270K Hold
17,573
0.01% 145
2023
Q2
$266K Sell
17,573
-4,908
-22% -$74.3K 0.01% 148
2023
Q1
$349K Hold
22,481
0.01% 139
2022
Q4
$355K Hold
22,481
0.01% 142
2022
Q3
$316K Hold
22,481
0.01% 133
2022
Q2
$330K Hold
22,481
0.02% 135
2022
Q1
$404K Hold
22,481
0.02% 120
2021
Q4
$363K Hold
22,481
0.02% 132
2021
Q3
$354K Hold
22,481
0.02% 129
2021
Q2
$343K Hold
22,481
0.02% 129
2021
Q1
$328K Hold
22,481
0.02% 132
2020
Q4
$290K Hold
22,481
0.02% 133
2020
Q3
$216K Sell
22,481
-1,572
-7% -$15.1K 0.01% 140
2020
Q2
$232K Sell
24,053
-18,812
-44% -$181K 0.02% 129
2020
Q1
$393K Sell
42,865
-2,500
-6% -$22.9K 0.03% 104
2019
Q4
$737K Sell
45,365
-13,374
-23% -$217K 0.05% 106
2019
Q3
$974K Hold
58,739
0.06% 101
2019
Q2
$932K Sell
58,739
-7,238
-11% -$115K 0.06% 105
2019
Q1
$1.08M Sell
65,977
-1,640
-2% -$26.7K 0.07% 98
2018
Q4
$964K Sell
67,617
-3,941
-6% -$56.2K 0.09% 96
2018
Q3
$1.25M Hold
71,558
0.11% 72
2018
Q2
$1.28M Buy
71,558
+2,500
+4% +$44.7K 0.12% 75
2018
Q1
$1.21M Sell
69,058
-35,303
-34% -$620K 0.12% 76
2017
Q4
$2.05M Sell
104,361
-72,692
-41% -$1.43M 0.21% 68
2017
Q3
$3.35M Sell
177,053
-7,096
-4% -$134K 0.37% 46
2017
Q2
$3.45M Sell
184,149
-15,410
-8% -$288K 0.41% 45
2017
Q1
$3.81M Sell
199,559
-37,381
-16% -$714K 0.48% 44
2016
Q4
$4.73M Sell
236,940
-201,729
-46% -$4.03M 0.66% 40
2016
Q3
$8.12M Buy
438,669
+318,473
+265% +$5.9M 1.19% 34
2016
Q2
$2.26M Sell
120,196
-6,533
-5% -$123K 0.36% 48
2016
Q1
$2.51M Sell
126,729
-33,682
-21% -$667K 0.41% 45
2015
Q4
$3.2M Sell
160,411
-117,387
-42% -$2.34M 0.55% 44
2015
Q3
$5.16M Sell
277,798
-90,185
-25% -$1.67M 1.08% 36
2015
Q2
$6.94M Buy
+367,983
New +$6.94M 1.55% 32