Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,400
| Closed | -$153K | – | 369 |
|
|
2019
Q1 | $153K | Hold |
8,400
| – | – | 0.05% | 174 |
|
|
2018
Q4 | $140K | Hold |
8,400
| – | – | 0.05% | 175 |
|
|
2018
Q3 | $158K | Hold |
8,400
| – | – | 0.05% | 181 |
|
|
2018
Q2 | $153K | Hold |
8,400
| – | – | 0.05% | 181 |
|
|
2018
Q1 | $151K | Hold |
8,400
| – | – | 0.05% | 183 |
|
|
2017
Q4 | $155K | Hold |
8,400
| – | – | 0.05% | 185 |
|
|
2017
Q3 | $152K | Hold |
8,400
| – | – | 0.05% | 193 |
|
|
2017
Q2 | $156K | Buy |
8,400
+2,400
| +40% | +$44.6K | 0.05% | 190 |
|
|
2017
Q1 | $113K | Buy |
+6,000
| New | +$113K | 0.04% | 219 |
|