Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-380
| Closed | -$5K | – | 249 |
|
|
2016
Q3 | $5K | Hold |
380
| – | – | ﹤0.01% | 890 |
|
|
2016
Q2 | $5K | Hold |
380
| – | – | ﹤0.01% | 901 |
|
|
2016
Q1 | $4K | Hold |
380
| – | – | ﹤0.01% | 867 |
|
|
2015
Q4 | $4K | Hold |
380
| – | – | ﹤0.01% | 957 |
|
|
2015
Q3 | $5K | Hold |
380
| – | – | ﹤0.01% | 924 |
|
|
2015
Q2 | $4K | Hold |
380
| – | – | ﹤0.01% | 991 |
|
|
2015
Q1 | $4K | Buy |
+380
| New | +$4K | ﹤0.01% | 964 |
|