EverSource Wealth Advisors’s Ares Commercial Real Estate ACRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358 | Sell |
75
-207
| -73% | -$988 | ﹤0.01% | 3961 |
|
|
2025
Q1 | $1.31K | Sell |
282
-218
| -44% | -$1.01K | ﹤0.01% | 3119 |
|
|
2024
Q4 | $2.95K | Buy |
500
+295
| +144% | +$1.74K | ﹤0.01% | 2565 |
|
|
2024
Q3 | $1.44K | Hold |
205
| – | – | ﹤0.01% | 2628 |
|
|
2024
Q2 | $1.59K | Buy |
+205
| New | +$1.59K | ﹤0.01% | 2621 |
|
|
2023
Q2 | – | Sell |
-85
| Closed | -$773 | – | 2490 |
|
|
2023
Q1 | $773 | Hold |
85
| – | – | ﹤0.01% | 2162 |
|
|
2022
Q4 | $875 | Buy |
+85
| New | +$875 | ﹤0.01% | 2125 |
|