VWM
Valley Wealth Managers’s Apple Hospitality REIT APLE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.1K | Buy |
4,379
+80
| +2% | +$934 | ﹤0.01% | 199 |
|
2025
Q1 | $55.5K | Hold |
4,299
| – | – | ﹤0.01% | 202 |
|
2024
Q4 | $66K | Hold |
4,299
| – | – | ﹤0.01% | 201 |
|
2024
Q3 | $63.8K | Hold |
4,299
| – | – | ﹤0.01% | 203 |
|
2024
Q2 | $62.5K | Hold |
4,299
| – | – | 0.01% | 210 |
|
2024
Q1 | $70.4K | Hold |
4,299
| – | – | 0.01% | 204 |
|
2023
Q4 | $71.4K | Hold |
4,299
| – | – | 0.01% | 206 |
|
2023
Q3 | $65.9K | Hold |
4,299
| – | – | 0.01% | 213 |
|
2023
Q2 | $65K | Hold |
4,299
| – | – | 0.01% | 198 |
|
2023
Q1 | $66.7K | Hold |
4,299
| – | – | 0.01% | 205 |
|
2022
Q4 | $67.8K | Hold |
4,299
| – | – | 0.01% | 210 |
|
2022
Q3 | $60K | Hold |
4,299
| – | – | 0.01% | 227 |
|
2022
Q2 | $63K | Buy |
+4,299
| New | +$63K | 0.01% | 237 |
|
2017
Q2 | – | Sell |
-4,299
| Closed | -$82K | – | 130 |
|
2017
Q1 | $82K | Buy |
+4,299
| New | +$82K | 0.01% | 131 |
|