Atria Wealth Solutions’s Ares Commercial Real Estate ACRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,427
| Closed | -$98.4K | – | 1853 |
|
|
2023
Q1 | $98.4K | Sell |
10,427
-1,474
| -12% | -$13.9K | ﹤0.01% | 1752 |
|
|
2022
Q4 | $122K | Buy |
+11,901
| New | +$122K | ﹤0.01% | 1673 |
|
|
2022
Q3 | – | Sell |
-11,841
| Closed | -$149K | – | 1733 |
|
|
2022
Q2 | $149K | Sell |
11,841
-682
| -5% | -$8.58K | ﹤0.01% | 1462 |
|
|
2022
Q1 | $199K | Buy |
+12,523
| New | +$199K | ﹤0.01% | 1601 |
|