Sowell Financial Services’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,750
| Closed | -$275K | – | 569 |
|
|
2023
Q1 | $275K | Buy |
+17,750
| New | +$275K | 0.02% | 587 |
|
|
2021
Q2 | – | Sell |
-158
| Closed | -$2K | – | 634 |
|
|
2021
Q1 | $2K | Hold |
158
| – | – | ﹤0.01% | 2795 |
|
|
2020
Q4 | $2K | Hold |
158
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q3 | $2K | Hold |
158
| – | – | ﹤0.01% | 2192 |
|
|
2020
Q2 | $2K | Sell |
158
-326
| -67% | -$4.13K | ﹤0.01% | 2113 |
|
|
2020
Q1 | $4K | Buy |
484
+237
| +96% | +$1.96K | ﹤0.01% | 1864 |
|
|
2019
Q4 | $4K | Buy |
247
+97
| +65% | +$1.57K | ﹤0.01% | 1944 |
|
|
2019
Q3 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 2032 |
|
|
2017
Q1 | – | Sell |
-135
| Closed | -$3K | – | 271 |
|
|
2016
Q4 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 560 |
|