KWMG
ACRE
King Wealth Management Group’s Ares Commercial Real Estate ACRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-52,950
| Closed | -$481K | – | 151 |
|
|
2023
Q1 | $481K | Sell |
52,950
-73,008
| -58% | -$663K | 0.11% | 81 |
|
|
2022
Q4 | $1.3M | Sell |
125,958
-35,000
| -22% | -$360K | 0.31% | 47 |
|
|
2022
Q3 | $1.68M | Buy |
160,958
+5,000
| +3% | +$52.3K | 0.43% | 38 |
|
|
2022
Q2 | $1.91M | Buy |
155,958
+10,000
| +7% | +$122K | 0.46% | 36 |
|
|
2022
Q1 | $2.27M | Buy |
145,958
+35,000
| +32% | +$543K | 0.44% | 36 |
|
|
2021
Q4 | $1.61M | Buy |
110,958
+100,958
| +1,010% | +$1.47M | 0.3% | 47 |
|
|
2021
Q3 | $151K | Buy |
+10,000
| New | +$151K | 0.03% | 167 |
|