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SFS
Sowell Financial Services’s
Apple Hospitality REIT
APLE
Stock Holding History
Sowell Financial Services’s Portfolio
APLE Stock Details
APLE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-17,750
Closed
-$275K
–
569
2023
Q1
$275K
Buy
+17,750
New
+$290K
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%
-$3.1K
﹤0.01%
2113
2020
Q1
$4K
Buy
484
+237
+96%
+$3.11K
﹤0.01%
1864
2019
Q4
$4K
Buy
247
+97
+65%
+$1.57K
﹤0.01%
1944
2019
Q3
$2K
Buy
+150
New
+$2.37K
﹤0.01%
2032
2017
Q1
–
Sell
-135
Closed
-$3K
–
271
2016
Q4
$3K
Buy
+135
New
+$2.51K
﹤0.01%
560
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$16.8B AUM
27.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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