B. Riley 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
Q4
$89.6K Sell
10,052
-3,282
-25% -$29.2K ﹤0.01% 1108
2024
Q3
$124K Sell
13,334
-136
-1% -$1.26K ﹤0.01% 1194
2024
Q2
$137K Sell
13,470
-1,980
-13% -$20.1K ﹤0.01% 1285
2024
Q1
$162K Sell
15,450
-19
-0.1% -$199 ﹤0.01% 1306
2023
Q4
$187K Buy
15,469
+19
+0.1% +$230 0.01% 1276
2023
Q3
$162K Sell
15,450
-61
-0.4% -$639 ﹤0.01% 1306
2023
Q2
$181K Sell
15,511
-242
-2% -$2.82K ﹤0.01% 1376
2023
Q1
$152K Sell
15,753
-676
-4% -$6.53K ﹤0.01% 1336
2022
Q4
$183K Buy
16,429
+249
+2% +$2.77K 0.01% 1287
2022
Q3
$135K Buy
16,180
+1,866
+13% +$15.6K ﹤0.01% 1289
2022
Q2
$150K Buy
14,314
+152
+1% +$1.59K 0.01% 1083
2022
Q1
$198K Buy
14,162
+121
+0.9% +$1.69K 0.01% 1218
2021
Q4
$185K Sell
14,041
-3,409
-20% -$44.9K 0.01% 1282
2021
Q3
$259K Sell
17,450
-797
-4% -$11.8K 0.01% 1114
2021
Q2
$292K Buy
18,247
+7,349
+67% +$118K 0.01% 1035
2021
Q1
$153K Buy
+10,898
New +$153K 0.01% 1231
2015
Q1
Sell
-200
Closed -$3 654
2014
Q4
$3 Buy
+200
New +$3 ﹤0.01% 3282