BFWM
ACRE
Bright Futures Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $384K | Buy |
107,933
+11,569
| +12% | +$41.2K | 0.42% | 73 |
|
2024
Q4 | $543K | Buy |
96,364
+4,369
| +5% | +$24.6K | 0.48% | 60 |
|
2024
Q3 | $595K | Sell |
91,995
-1,967
| -2% | -$12.7K | 0.29% | 103 |
|
2024
Q2 | $694K | Buy |
93,962
+9,464
| +11% | +$69.9K | 0.38% | 79 |
|
2024
Q1 | $564K | Buy |
+84,498
| New | +$564K | 0.3% | 93 |
|