SMART Wealth’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,569
| Closed | -$173K | – | 126 |
|
|
2024
Q1 | $173K | Sell |
10,569
-15,411
| -59% | -$252K | 0.08% | 115 |
|
|
2023
Q4 | $432K | Buy |
25,980
+6,173
| +31% | +$103K | 0.24% | 50 |
|
|
2023
Q3 | $304K | Sell |
19,807
-9,990
| -34% | -$153K | 0.23% | 54 |
|
|
2023
Q2 | $450K | Buy |
29,797
+4,921
| +20% | +$74.4K | 0.34% | 52 |
|
|
2023
Q1 | $386K | Sell |
24,876
-2,085
| -8% | -$32.4K | 0.34% | 51 |
|
|
2022
Q4 | $425K | Buy |
+26,961
| New | +$425K | 0.32% | 56 |
|