WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 1454 |
|
|
2017
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 1379 |
|
|
2016
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 1452 |
|
|
2016
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 1443 |
|
|
2016
Q2 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 1427 |
|
|
2015
Q1 | – | Sell |
-9,750
| Closed | -$160K | – | 1752 |
|
|
2014
Q4 | $160K | Hold |
9,750
| – | – | 0.03% | 499 |
|
|
2014
Q3 | $153K | Hold |
9,750
| – | – | 0.03% | 516 |
|
|
2014
Q2 | $161K | Hold |
9,750
| – | – | 0.03% | 504 |
|
|
2014
Q1 | $162K | Hold |
9,750
| – | – | 0.03% | 481 |
|
|
2013
Q4 | $158K | Sell |
9,750
-500
| -5% | -$8.1K | 0.02% | 586 |
|
|
2013
Q3 | $157K | Hold |
10,250
| – | – | 0.02% | 560 |
|
|
2013
Q2 | $163K | Buy |
+10,250
| New | +$163K | 0.03% | 517 |
|