CWA
ARI

Carolina Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Carolina Wealth Advisors’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-48,145
Closed -$545K – 267
2023
Q2 		$545K Buy
48,145
+16,754
+53% +$190K 0.33% 35
2023
Q1 		$292K Buy
+31,391
New +$292K 0.17% 68