Evoke Wealth’s Ares Commercial Real Estate ACRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
54,291
+283
| +0.5% | +$1.39K | 0.01% | 477 |
|
|
2025
Q1 | $258K | Buy |
54,008
+8
| +0% | +$38 | 0.01% | 383 |
|
|
2024
Q4 | $332K | Sell |
54,000
-51,064
| -49% | -$314K | 0.01% | 326 |
|
|
2024
Q3 | $762K | Buy |
+105,064
| New | +$762K | 0.02% | 204 |
|
|
2024
Q2 | – | Sell |
-100,000
| Closed | -$770K | – | 109 |
|
|
2024
Q1 | $770K | Buy |
100,000
+46,000
| +85% | +$354K | 0.02% | 198 |
|
|
2023
Q4 | $577K | Sell |
54,000
-68,000
| -56% | -$727K | 0.94% | 21 |
|
|
2023
Q3 | $1.2M | Hold |
122,000
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $1.28M | Hold |
122,000
| – | – | 0.04% | 145 |
|
|
2023
Q1 | $1.11M | Buy |
+122,000
| New | +$1.11M | 0.04% | 152 |
|