PWPS
ACRE

Pinnacle Wealth Planning Services’s Ares Commercial Real Estate ACRE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,020
Closed -$140K – 394
2024
Q3 		$140K Hold
20,020
– – 0.02% 488
2024
Q2 		$133K Buy
+20,020
New +$133K 0.02% 457