SWM
APTS
Stockman Wealth Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,635
| Closed | -$340K | – | 198 |
|
|
2022
Q1 | $340K | Hold |
13,635
| – | – | 0.07% | 145 |
|
|
2021
Q4 | $246K | Hold |
13,635
| – | – | 0.05% | 183 |
|
|
2021
Q3 | $167K | Sell |
13,635
-32,000
| -70% | -$392K | 0.04% | 194 |
|
|
2021
Q2 | $445K | Sell |
45,635
-25,200
| -36% | -$246K | 0.11% | 124 |
|
|
2021
Q1 | $698K | Buy |
70,835
+24,865
| +54% | +$245K | 0.19% | 79 |
|
|
2020
Q4 | $340K | Sell |
45,970
-12,060
| -21% | -$89.2K | 0.1% | 125 |
|
|
2020
Q3 | $313K | Buy |
58,030
+5,935
| +11% | +$32K | 0.11% | 114 |
|
|
2020
Q2 | $396K | Buy |
52,095
+1,590
| +3% | +$12.1K | 0.15% | 106 |
|
|
2020
Q1 | $363K | Buy |
50,505
+9,300
| +23% | +$66.8K | 0.16% | 98 |
|
|
2019
Q4 | $549K | Sell |
41,205
-3,625
| -8% | -$48.3K | 0.19% | 86 |
|
|
2019
Q3 | $648K | Buy |
44,830
+3,000
| +7% | +$43.4K | 0.25% | 75 |
|
|
2019
Q2 | $625K | Buy |
+41,830
| New | +$625K | 0.26% | 73 |
|