TWA
TCI Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,241
| Closed | -$19.3K | – | 326 |
|
|
2023
Q1 | $19.3K | Hold |
1,241
| – | – | ﹤0.01% | 727 |
|
|
2022
Q4 | $19.6K | Hold |
1,241
| – | – | ﹤0.01% | 716 |
|
|
2022
Q3 | $17K | Hold |
1,241
| – | – | ﹤0.01% | 723 |
|
|
2022
Q2 | $18K | Sell |
1,241
-281
| -18% | -$4.08K | ﹤0.01% | 677 |
|
|
2022
Q1 | $27K | Hold |
1,522
| – | – | ﹤0.01% | 570 |
|
|
2021
Q4 | $25K | Buy |
1,522
+325
| +27% | +$5.34K | ﹤0.01% | 606 |
|
|
2021
Q3 | $19K | Buy |
1,197
+345
| +40% | +$5.48K | ﹤0.01% | 688 |
|
|
2021
Q2 | $13K | Buy |
852
+190
| +29% | +$2.9K | ﹤0.01% | 762 |
|
|
2021
Q1 | $10K | Buy |
662
+145
| +28% | +$2.19K | ﹤0.01% | 823 |
|
|
2020
Q4 | $7K | Hold |
517
| – | – | ﹤0.01% | 708 |
|
|
2020
Q3 | $5K | Hold |
517
| – | – | ﹤0.01% | 730 |
|
|
2020
Q2 | $5K | Buy |
517
+79
| +18% | +$764 | ﹤0.01% | 707 |
|
|
2020
Q1 | $4K | Buy |
+438
| New | +$4K | ﹤0.01% | 741 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1340 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 882 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 824 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 855 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 826 |
|