J.P. Morgan Private Wealth Advisors’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
Q3 | $105K | Buy |
+10,341
| New | +$105K | ﹤0.01% | 1683 |
|
|
2021
Q4 | – | Sell |
-13,713
| Closed | -$203K | – | 1989 |
|
|
2021
Q3 | $203K | Buy |
+13,713
| New | +$203K | ﹤0.01% | 1854 |
|
|
2020
Q4 | – | Sell |
-10,447
| Closed | -$94K | – | 1705 |
|
|
2020
Q3 | $94K | Sell |
10,447
-6,334
| -38% | -$57K | ﹤0.01% | 1562 |
|
|
2020
Q2 | $165K | Sell |
16,781
-44,760
| -73% | -$440K | ﹤0.01% | 1476 |
|
|
2020
Q1 | $457K | Sell |
61,541
-466,004
| -88% | -$3.46M | ﹤0.01% | 964 |
|
|
2019
Q4 | $9.65M | Buy |
527,545
+30,404
| +6% | +$556K | 0.04% | 312 |
|
|
2019
Q3 | $9.53M | Buy |
497,141
+26,510
| +6% | +$508K | 0.05% | 297 |
|
|
2019
Q2 | $8.66M | Buy |
470,631
+29,111
| +7% | +$535K | 0.05% | 297 |
|
|
2019
Q1 | $8.04M | Sell |
441,520
-283,249
| -39% | -$5.16M | 0.04% | 317 |
|
|
2018
Q4 | $12.1M | Buy |
724,769
+186,717
| +35% | +$3.11M | 0.07% | 234 |
|
|
2018
Q3 | $10.2M | Buy |
538,052
+173,181
| +47% | +$3.27M | 0.05% | 296 |
|
|
2018
Q2 | $6.67M | Buy |
+364,871
| New | +$6.67M | 0.04% | 343 |
|
|
2016
Q2 | – | Sell |
-50,020
| Closed | -$815K | – | 1257 |
|
|
2016
Q1 | $815K | Buy |
50,020
+34,020
| +213% | +$554K | 0.01% | 607 |
|
|
2015
Q4 | $276K | Buy |
+16,000
| New | +$276K | ﹤0.01% | 901 |
|