Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
10,625
-3,000
| -22% | -$29.8K | ﹤0.01% | 533 |
|
|
2025
Q1 | $134K | Sell |
13,625
-1,200
| -8% | -$11.8K | ﹤0.01% | 494 |
|
|
2024
Q4 | $132K | Hold |
14,825
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $140K | Hold |
14,825
| – | – | ﹤0.01% | 498 |
|
|
2024
Q2 | $150K | Hold |
14,825
| – | – | ﹤0.01% | 476 |
|
|
2024
Q1 | $170K | Hold |
14,825
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $185K | Hold |
14,825
| – | – | ﹤0.01% | 480 |
|
|
2023
Q3 | $155K | Sell |
14,825
-1,200
| -7% | -$12.6K | ﹤0.01% | 479 |
|
|
2023
Q2 | $187K | Buy |
16,025
+15,900
| +12,720% | +$186K | ﹤0.01% | 462 |
|
|
2023
Q1 | $1.21K | Hold |
125
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q4 | $1.39K | Hold |
125
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q3 | $1.08K | Hold |
125
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q2 | $1.35K | Hold |
125
| – | – | ﹤0.01% | 1222 |
|
|
2022
Q1 | $1.79K | Buy |
+125
| New | +$1.79K | ﹤0.01% | 1004 |
|
|
2021
Q4 | – | Sell |
-125
| Closed | -$1.9K | – | 431 |
|
|
2021
Q3 | $1.9K | Hold |
125
| – | – | ﹤0.01% | 876 |
|
|
2021
Q2 | $2.04K | Hold |
125
| – | – | ﹤0.01% | 850 |
|
|
2021
Q1 | $1.79K | Hold |
125
| – | – | ﹤0.01% | 896 |
|
|
2020
Q4 | $1.44K | Hold |
125
| – | – | ﹤0.01% | 976 |
|
|
2020
Q3 | $1.17K | Hold |
125
| – | – | ﹤0.01% | 804 |
|
|
2020
Q2 | $1.27K | Hold |
125
| – | – | ﹤0.01% | 807 |
|
|
2020
Q1 | $978 | Hold |
125
| – | – | ﹤0.01% | 803 |
|
|
2019
Q4 | $2.34K | Hold |
125
| – | – | ﹤0.01% | 808 |
|
|
2019
Q3 | $2.45K | Buy |
+125
| New | +$2.45K | ﹤0.01% | 815 |
|