J.P. Morgan Private Wealth Advisors’s Ares Commercial Real Estate ACRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,714
| Closed | -$170K | – | 1421 |
|
|
2019
Q4 | $170K | Sell |
10,714
-1
| -0% | -$16 | ﹤0.01% | 1418 |
|
|
2019
Q3 | $163K | Sell |
10,715
-710
| -6% | -$10.8K | ﹤0.01% | 1365 |
|
|
2019
Q2 | $170K | Hold |
11,425
| – | – | ﹤0.01% | 1309 |
|
|
2019
Q1 | $174K | Hold |
11,425
| – | – | ﹤0.01% | 1387 |
|
|
2018
Q4 | $149K | Buy |
+11,425
| New | +$149K | ﹤0.01% | 1369 |
|