WEC
ARI
Winslow Evans & Crocker’s Apollo Commercial Real Estate ARI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $127K | Buy |
11,325
+1,066
| +10% | +$12K | 0.02% | 398 |
|
|
2020
Q3 | $92K | Hold |
10,259
| – | – | 0.02% | 370 |
|
|
2020
Q2 | $101K | Sell |
10,259
-1,641
| -14% | -$16.2K | 0.03% | 359 |
|
|
2020
Q1 | $90K | Buy |
11,900
+1,550
| +15% | +$11.7K | 0.03% | 340 |
|
|
2019
Q4 | $190K | Hold |
10,350
| – | – | 0.05% | 294 |
|
|
2019
Q3 | $200K | Buy |
10,350
+300
| +3% | +$5.8K | 0.06% | 284 |
|
|
2019
Q2 | $186K | Sell |
10,050
-406
| -4% | -$7.51K | 0.05% | 293 |
|
|
2019
Q1 | $192K | Hold |
10,456
| – | – | 0.05% | 289 |
|
|
2018
Q4 | $176K | Hold |
10,456
| – | – | 0.06% | 277 |
|
|
2018
Q3 | $198K | Sell |
10,456
-1,260
| -11% | -$23.9K | 0.06% | 268 |
|
|
2018
Q2 | $216K | Hold |
11,716
| – | – | 0.07% | 242 |
|
|
2018
Q1 | $211K | Sell |
11,716
-1,362
| -10% | -$24.5K | 0.07% | 240 |
|
|
2017
Q4 | $241K | Sell |
13,078
-1,982
| -13% | -$36.6K | 0.08% | 232 |
|
|
2017
Q3 | $273K | Sell |
15,060
-2,255
| -13% | -$40.8K | 0.09% | 214 |
|
|
2017
Q2 | $321K | Sell |
17,315
-1
| -0% | -$19 | 0.09% | 239 |
|
|
2017
Q1 | $326K | Sell |
17,316
-1,174
| -6% | -$22.1K | 0.1% | 211 |
|
|
2016
Q4 | $307K | Sell |
18,490
-640
| -3% | -$10.6K | 0.09% | 221 |
|
|
2016
Q3 | $313K | Hold |
19,130
| – | – | 0.09% | 230 |
|
|
2016
Q2 | $307K | Sell |
19,130
-2,349
| -11% | -$37.7K | 0.09% | 214 |
|
|
2016
Q1 | $350K | Sell |
21,479
-9,543
| -31% | -$156K | 0.11% | 182 |
|
|
2015
Q4 | $534K | Sell |
31,022
-652
| -2% | -$11.2K | 0.15% | 144 |
|
|
2015
Q3 | $498K | Sell |
31,674
-754
| -2% | -$11.8K | 0.16% | 142 |
|
|
2015
Q2 | $533K | Buy |
32,428
+13,934
| +75% | +$229K | 0.15% | 160 |
|
|
2015
Q1 | $318K | Hold |
18,494
| – | – | 0.09% | 232 |
|
|
2014
Q4 | $303K | Buy |
18,494
+120
| +0.7% | +$1.96K | 0.09% | 234 |
|
|
2014
Q3 | $289K | Buy |
18,374
+1
| +0% | +$16 | 0.08% | 250 |
|
|
2014
Q2 | $303K | Sell |
18,373
-1,020
| -5% | -$16.8K | 0.1% | 211 |
|
|
2014
Q1 | $323K | Sell |
19,393
-421
| -2% | -$7K | 0.11% | 203 |
|
|
2013
Q4 | $322K | Buy |
+19,814
| New | +$322K | 0.11% | 206 |
|