Carson Wealth (CWM LLC)’s Apollo Commercial Real Estate ARI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
6,419
+2,561
| +66% | +$24.7K | ﹤0.01% | 3096 |
|
|
2025
Q1 | $37K | Buy |
3,858
+1,087
| +39% | +$10.4K | ﹤0.01% | 3213 |
|
|
2024
Q4 | $24K | Buy |
2,771
+1,902
| +219% | +$16.5K | ﹤0.01% | 3304 |
|
|
2024
Q3 | $8K | Sell |
869
-37
| -4% | -$341 | ﹤0.01% | 3868 |
|
|
2024
Q2 | $9K | Sell |
906
-2,470
| -73% | -$24.5K | ﹤0.01% | 3583 |
|
|
2024
Q1 | $38K | Buy |
3,376
+2,506
| +288% | +$28.2K | ﹤0.01% | 2467 |
|
|
2023
Q4 | $10K | Sell |
870
-147
| -14% | -$1.69K | ﹤0.01% | 3160 |
|
|
2023
Q3 | $10K | Sell |
1,017
-188
| -16% | -$1.85K | ﹤0.01% | 3112 |
|
|
2023
Q2 | $14K | Sell |
1,205
-772
| -39% | -$8.97K | ﹤0.01% | 2851 |
|
|
2023
Q1 | $18K | Buy |
1,977
+264
| +15% | +$2.4K | ﹤0.01% | 2561 |
|
|
2022
Q4 | $18K | Buy |
1,713
+23
| +1% | +$242 | ﹤0.01% | 2431 |
|
|
2022
Q3 | $14K | Sell |
1,690
-785
| -32% | -$6.5K | ﹤0.01% | 2446 |
|
|
2022
Q2 | $26K | Buy |
2,475
+1,243
| +101% | +$13.1K | ﹤0.01% | 1956 |
|
|
2022
Q1 | $17K | Buy |
1,232
+355
| +40% | +$4.9K | ﹤0.01% | 2158 |
|
|
2021
Q4 | $12K | Buy |
+877
| New | +$12K | ﹤0.01% | 2227 |
|
|
2021
Q2 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2021
Q1 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2020
Q4 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2020
Q3 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2020
Q2 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2020
Q1 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2019
Q4 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2019
Q3 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2019
Q2 | $1K | Hold |
94
| – | – | ﹤0.01% | 2720 |
|
|
2019
Q1 | $1K | Buy |
+94
| New | +$1K | ﹤0.01% | 2720 |
|
|
2018
Q4 | – | Sell |
-11
| Closed | – | – | 2078 |
|
|
2018
Q3 | $0 | Sell |
11
-106
| -91% | – | ﹤0.01% | 1829 |
|
|
2018
Q2 | $2K | Buy |
117
+106
| +964% | +$1.81K | ﹤0.01% | 1341 |
|
|
2018
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 1399 |
|
|
2017
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 1447 |
|
|
2017
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1461 |
|
|
2017
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 1193 |
|
|
2017
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1163 |
|