Curated Wealth Partners’s Ares Commercial Real Estate ACRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $90.2K | Hold |
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|
2025
Q2 | $95.4K | Hold |
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|
2025
Q1 | $92.6K | Hold |
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|
2024
Q4 | $118K | Hold |
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|
2024
Q3 | $140K | Hold |
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|
2024
Q2 | $133K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Hold |
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|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $182K | Hold |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $238K | Buy |
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