AE Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-58,377
| Closed | -$661K | – | 1942 |
|
|
2023
Q2 | $661K | Sell |
58,377
-12,799
| -18% | -$145K | ﹤0.01% | 1253 |
|
|
2023
Q1 | $663K | Buy |
71,176
+17,820
| +33% | +$166K | ﹤0.01% | 1217 |
|
|
2022
Q4 | $574K | Buy |
+53,356
| New | +$574K | ﹤0.01% | 1238 |
|
|
2020
Q2 | – | Sell |
-21,691
| Closed | -$161K | – | 1248 |
|
|
2020
Q1 | $161K | Sell |
21,691
-217,104
| -91% | -$1.61M | ﹤0.01% | 1016 |
|
|
2019
Q4 | $4.37M | Buy |
238,795
+25,986
| +12% | +$475K | 0.09% | 198 |
|
|
2019
Q3 | $4.08M | Buy |
212,809
+16,918
| +9% | +$324K | 0.12% | 168 |
|
|
2019
Q2 | $3.6M | Buy |
+195,891
| New | +$3.6M | 0.11% | 163 |
|