SWM
ARI

Selective Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Selective Wealth Management’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,300
Closed -$36K – 159
2022
Q3 		$36K Sell
4,300
-2,300
-35% -$19.3K 0.02% 337
2022
Q2 		$69K Buy
6,600
+2,300
+53% +$24K 0.02% 266
2022
Q1 		$60K Buy
+4,300
New +$60K 0.02% 274