Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-307,041
| Closed | -$2.86M | – | 697 |
|
|
2023
Q1 | $2.86M | Buy |
307,041
+7,069
| +2% | +$65.8K | 0.21% | 112 |
|
|
2022
Q4 | $3.23M | Buy |
299,972
+120,051
| +67% | +$1.29M | 0.24% | 102 |
|
|
2022
Q3 | $1.49M | Buy |
179,921
+24,013
| +15% | +$199K | 0.12% | 186 |
|
|
2022
Q2 | $1.63M | Sell |
155,908
-16,730
| -10% | -$175K | 0.13% | 193 |
|
|
2022
Q1 | $2.41M | Sell |
172,638
-4,511
| -3% | -$62.8K | 0.16% | 148 |
|
|
2021
Q4 | $2.33M | Buy |
177,149
+3,611
| +2% | +$47.5K | 0.15% | 155 |
|
|
2021
Q3 | $2.57M | Buy |
173,538
+3,448
| +2% | +$51.1K | 0.17% | 142 |
|
|
2021
Q2 | $2.71M | Buy |
170,090
+421
| +0.2% | +$6.72K | 0.18% | 131 |
|
|
2021
Q1 | $2.37M | Sell |
169,669
-1,778
| -1% | -$24.8K | 0.17% | 134 |
|
|
2020
Q4 | $1.92M | Sell |
171,447
-145
| -0.1% | -$1.62K | 0.13% | 180 |
|
|
2020
Q3 | $1.55M | Sell |
171,592
-11,633
| -6% | -$105K | 0.13% | 166 |
|
|
2020
Q2 | $1.8M | Buy |
+183,225
| New | +$1.8M | 0.17% | 140 |
|