CWA
ARI

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

Cascade Wealth Advisors’s Portfolio ARI Stock Details ARI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,500
Closed -$133K – 51
2024
Q2 		$133K Hold
12,500
– – 0.1% 51
2024
Q1 		$135K Buy
+12,500
New +$135K 0.11% 49