Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,500
| Closed | -$25K | – | 279 |
|
|
2016
Q3 | $25K | Sell |
1,500
-1,700
| -53% | -$28.3K | 0.01% | 548 |
|
|
2016
Q2 | $51K | Hold |
3,200
| – | – | 0.02% | 400 |
|
|
2016
Q1 | $52K | Buy |
3,200
+1,500
| +88% | +$24.4K | 0.02% | 372 |
|
|
2015
Q4 | $29K | Hold |
1,700
| – | – | 0.01% | 493 |
|
|
2015
Q3 | $27K | Sell |
1,700
-1,000
| -37% | -$15.9K | 0.01% | 497 |
|
|
2015
Q2 | $44K | Buy |
2,700
+1,700
| +170% | +$27.7K | 0.02% | 424 |
|
|
2015
Q1 | $17K | Buy |
+1,000
| New | +$17K | 0.01% | 610 |
|