Institute for Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,485
| Closed | -$238K | – | 525 |
|
|
2024
Q4 | $238K | Buy |
27,485
+3,500
| +15% | +$30.3K | 0.03% | 451 |
|
|
2024
Q3 | $220K | Buy |
23,985
+1,862
| +8% | +$17.1K | 0.03% | 499 |
|
|
2024
Q2 | $217K | Sell |
22,123
-1,412
| -6% | -$13.8K | 0.03% | 459 |
|
|
2024
Q1 | $262K | Sell |
23,535
-1,438
| -6% | -$16K | 0.03% | 416 |
|
|
2023
Q4 | $293K | Hold |
24,973
| – | – | 0.05% | 373 |
|
|
2023
Q3 | $253K | Buy |
+24,973
| New | +$253K | 0.05% | 379 |
|