Evoke Wealth’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 | $112K | Buy |
11,233
+1,003
| +10% | +$9.96K | ﹤0.01% | 569 |
|
|
2025
Q1 | $100K | Sell |
10,230
-63
| -0.6% | -$619 | ﹤0.01% | 438 |
|
|
2024
Q4 | $91.7K | Sell |
10,293
-15,575
| -60% | -$139K | ﹤0.01% | 428 |
|
|
2024
Q3 | $244K | Buy |
+25,868
| New | +$244K | 0.01% | 366 |
|
|
2024
Q2 | – | Sell |
-28,442
| Closed | -$327K | – | 124 |
|
|
2024
Q1 | $327K | Buy |
+28,442
| New | +$327K | 0.01% | 312 |
|
|
2023
Q4 | – | Sell |
-28,442
| Closed | -$298K | – | 110 |
|
|
2023
Q3 | $298K | Hold |
28,442
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $332K | Buy |
28,442
+274
| +1% | +$3.2K | 0.01% | 270 |
|
|
2023
Q1 | $272K | Sell |
28,168
-1,000
| -3% | -$9.66K | 0.01% | 286 |
|
|
2022
Q4 | $324K | Hold |
29,168
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $252K | Hold |
29,168
| – | – | 0.01% | 285 |
|
|
2022
Q2 | $315K | Hold |
29,168
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $417K | Hold |
29,168
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $394K | Buy |
29,168
+5,001
| +21% | +$67.6K | 0.01% | 262 |
|
|
2021
Q3 | $366K | Sell |
24,167
-1
| -0% | -$15 | 0.01% | 260 |
|
|
2021
Q2 | $394K | Buy |
24,168
+2,000
| +9% | +$32.6K | 0.01% | 267 |
|
|
2021
Q1 | $317K | Sell |
22,168
-5,499
| -20% | -$78.6K | 0.01% | 260 |
|
|
2020
Q4 | $319K | Hold |
27,667
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $259K | Hold |
27,667
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $281K | Sell |
27,667
-5,501
| -17% | -$55.9K | 0.03% | 163 |
|
|
2020
Q1 | $259K | Buy |
+33,168
| New | +$259K | 0.04% | 152 |
|
|
2019
Q4 | – | Sell |
-32,600
| Closed | -$640K | – | 1264 |
|
|
2019
Q3 | $640K | Buy |
+32,600
| New | +$640K | 0.08% | 129 |
|