United Capital Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-48,449
| Closed | -$475K | – | 1152 |
|
2020
Q2 | $475K | Sell |
48,449
-5,719
| -11% | -$56.1K | ﹤0.01% | 877 |
|
2020
Q1 | $402K | Sell |
54,168
-12,365
| -19% | -$91.8K | ﹤0.01% | 886 |
|
2019
Q4 | $1.22M | Sell |
66,533
-602
| -0.9% | -$11K | 0.01% | 709 |
|
2019
Q3 | $1.29M | Buy |
67,135
+2,799
| +4% | +$53.7K | 0.01% | 672 |
|
2019
Q2 | $1.18M | Buy |
64,336
+16,122
| +33% | +$296K | 0.01% | 753 |
|
2019
Q1 | $878K | Buy |
48,214
+15,546
| +48% | +$283K | 0.01% | 805 |
|
2018
Q4 | $544K | Buy |
32,668
+1,499
| +5% | +$25K | ﹤0.01% | 893 |
|
2018
Q3 | $588K | Buy |
31,169
+13,796
| +79% | +$260K | ﹤0.01% | 929 |
|
2018
Q2 | $318K | Buy |
17,373
+6,157
| +55% | +$113K | ﹤0.01% | 1066 |
|
2018
Q1 | $202K | Buy |
+11,216
| New | +$202K | ﹤0.01% | 1233 |
|