IFWM
ACRE
Institute for 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
Q2 | $53.6K | Sell |
11,244
-3,000
| -21% | -$14.3K | 0.01% | 559 |
|
|
2025
Q1 | $66K | Hold |
14,244
| – | – | 0.01% | 524 |
|
|
2024
Q4 | $83.9K | Hold |
14,244
| – | – | 0.01% | 502 |
|
|
2024
Q3 | $99.7K | Sell |
14,244
-2,865
| -17% | -$20.1K | 0.01% | 543 |
|
|
2024
Q2 | $114K | Sell |
17,109
-20,776
| -55% | -$138K | 0.02% | 497 |
|
|
2024
Q1 | $282K | Buy |
37,885
+16,070
| +74% | +$120K | 0.04% | 403 |
|
|
2023
Q4 | $226K | Hold |
21,815
| – | – | 0.04% | 427 |
|
|
2023
Q3 | $208K | Buy |
+21,815
| New | +$208K | 0.04% | 422 |
|