Wealth Enhancement Advisory Services’s Apple Hospitality REIT APLE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $360K | Buy |
29,701
+12,368
| +71% | +$150K | ﹤0.01% | 2466 |
|
2025
Q1 | $224K | Buy |
17,333
+723
| +4% | +$9.33K | ﹤0.01% | 2592 |
|
2024
Q4 | $255K | Buy |
+16,610
| New | +$255K | ﹤0.01% | 2490 |
|
2024
Q3 | – | Sell |
-22,044
| Closed | -$321K | – | 2656 |
|
2024
Q2 | $321K | Sell |
22,044
-13
| -0.1% | -$189 | ﹤0.01% | 1932 |
|
2024
Q1 | $361K | Sell |
22,057
-23
| -0.1% | -$377 | ﹤0.01% | 1798 |
|
2023
Q4 | $367K | Sell |
22,080
-111
| -0.5% | -$1.84K | ﹤0.01% | 1692 |
|
2023
Q3 | $340K | Buy |
+22,191
| New | +$340K | ﹤0.01% | 1655 |
|
2020
Q1 | – | Sell |
-73,757
| Closed | -$1.2M | – | 219 |
|
2019
Q4 | $1.2M | Buy |
+73,757
| New | +$1.2M | 0.04% | 165 |
|