EverSource Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.1K | Buy |
7,038
+570
| +9% | +$5.52K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $61.9K | Buy |
6,468
+263
| +4% | +$2.52K | ﹤0.01% | 1134 |
|
|
2024
Q4 | $53.7K | Buy |
6,205
+52
| +0.8% | +$450 | ﹤0.01% | 1160 |
|
|
2024
Q3 | $56.5K | Buy |
6,153
+100
| +2% | +$919 | ﹤0.01% | 1016 |
|
|
2024
Q2 | $66K | Buy |
+6,053
| New | +$66K | ﹤0.01% | 964 |
|
|
2023
Q2 | – | Sell |
-273
| Closed | -$2.54K | – | 2497 |
|
|
2023
Q1 | $2.54K | Hold |
273
| – | – | ﹤0.01% | 1861 |
|
|
2022
Q4 | $2.94K | Sell |
273
-359
| -57% | -$3.86K | ﹤0.01% | 1793 |
|
|
2022
Q3 | $5K | Buy |
632
+412
| +187% | +$3.26K | ﹤0.01% | 1343 |
|
|
2022
Q2 | $2K | Sell |
220
-613
| -74% | -$5.57K | ﹤0.01% | 1465 |
|
|
2022
Q1 | $12K | Buy |
833
+613
| +279% | +$8.83K | ﹤0.01% | 898 |
|
|
2021
Q4 | $3K | Buy |
+220
| New | +$3K | ﹤0.01% | 1391 |
|