SW
ARI

SkyOak Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

SkyOak Wealth’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,273
Closed -$130K – 206
2020
Q2 		$130K Sell
13,273
-1,322
-9% -$12.9K 0.05% 227
2020
Q1 		$108K Sell
14,595
-20,004
-58% -$148K 0.06% 197
2019
Q4 		$633K Buy
+34,599
New +$633K 0.2% 119