Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,136
| Closed | -$113K | – | 852 |
|
|
2024
Q1 | $113K | Sell |
10,136
-377
| -4% | -$4.2K | 0.01% | 671 |
|
|
2023
Q4 | $123K | Sell |
10,513
-2,028
| -16% | -$23.8K | 0.01% | 664 |
|
|
2023
Q3 | $127K | Buy |
12,541
+231
| +2% | +$2.34K | 0.01% | 635 |
|
|
2023
Q2 | $139K | Buy |
12,310
+283
| +2% | +$3.2K | 0.02% | 580 |
|
|
2023
Q1 | $112K | Sell |
12,027
-2,730
| -18% | -$25.4K | 0.01% | 582 |
|
|
2022
Q4 | $159K | Buy |
14,757
+286
| +2% | +$3.08K | 0.02% | 534 |
|
|
2022
Q3 | $120K | Buy |
14,471
+911
| +7% | +$7.55K | 0.02% | 500 |
|
|
2022
Q2 | $142K | Buy |
+13,560
| New | +$142K | 0.02% | 521 |
|