WAM
Wakefield Asset Management’s Apple Hospitality REIT APLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-51,682
| Closed | -$816K | – | 159 |
|
|
2022
Q4 | $816K | Sell |
51,682
-32
| -0.1% | -$505 | 0.34% | 81 |
|
|
2022
Q3 | $727K | Buy |
51,714
+10
| +0% | +$141 | 0.33% | 83 |
|
|
2022
Q2 | $758K | Buy |
51,704
+127
| +0.2% | +$1.86K | 0.32% | 80 |
|
|
2022
Q1 | $927K | Sell |
51,577
-190
| -0.4% | -$3.42K | 0.33% | 85 |
|
|
2021
Q4 | $836K | Buy |
+51,767
| New | +$836K | 0.29% | 111 |
|