KWA
ARI

Kingswood Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Kingswood Wealth Advisors’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,813
Closed -$221K – 620
2023
Q4 		$221K Buy
+18,813
New +$221K 0.03% 552
2023
Q3 		– Sell
-19,424
Closed -$220K – 422
2023
Q2 		$220K Buy
+19,424
New +$220K 0.07% 240