SWA
ARI
Sutton Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,511
| Closed | -$48.5K | – | 856 |
|
|
2022
Q4 | $48.5K | Sell |
4,511
-11
| -0.2% | -$118 | 0.02% | 397 |
|
|
2022
Q3 | $37.5K | Buy |
4,522
+86
| +2% | +$714 | 0.02% | 452 |
|
|
2022
Q2 | $46.3K | Sell |
4,436
-38
| -0.8% | -$397 | 0.02% | 402 |
|
|
2022
Q1 | $62.3K | Hold |
4,474
| – | – | 0.02% | 343 |
|
|
2021
Q4 | $58.9K | Buy |
4,474
+38
| +0.9% | +$500 | 0.02% | 371 |
|
|
2021
Q3 | $65.8K | Hold |
4,436
| – | – | 0.02% | 329 |
|
|
2021
Q2 | $70.8K | Hold |
4,436
| – | – | 0.03% | 313 |
|
|
2021
Q1 | $62K | Hold |
4,436
| – | – | 0.02% | 338 |
|
|
2020
Q4 | $49.6K | Hold |
4,436
| – | – | 0.02% | 349 |
|
|
2020
Q3 | $40K | Hold |
4,436
| – | – | 0.02% | 347 |
|
|
2020
Q2 | $43.5K | Buy |
4,436
+4,099
| +1,216% | +$40.2K | 0.02% | 333 |
|
|
2020
Q1 | $2.5K | Sell |
337
-1,676
| -83% | -$12.4K | ﹤0.01% | 1005 |
|
|
2019
Q4 | $36.8K | Hold |
2,013
| – | – | 0.02% | 399 |
|
|
2019
Q3 | $38.6K | Hold |
2,013
| – | – | 0.02% | 376 |
|
|
2019
Q2 | $37K | Hold |
2,013
| – | – | 0.02% | 381 |
|
|
2019
Q1 | $36.6K | Hold |
2,013
| – | – | 0.02% | 381 |
|
|
2018
Q4 | $33.5K | Hold |
2,013
| – | – | 0.02% | 363 |
|
|
2018
Q3 | $38K | Hold |
2,013
| – | – | 0.02% | 354 |
|
|
2018
Q2 | $36.8K | Hold |
2,013
| – | – | 0.03% | 374 |
|
|
2018
Q1 | $36.2K | Buy |
2,013
+770
| +62% | +$13.8K | 0.03% | 363 |
|
|
2017
Q4 | $22.9K | Hold |
1,243
| – | – | 0.02% | 509 |
|
|
2017
Q3 | $22.5K | Buy |
+1,243
| New | +$22.5K | 0.02% | 508 |
|