SWM
ACRE

Selective Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History

Selective Wealth Management’s Portfolio ACRE Stock Details ACRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,400
Closed -$36K – 133
2022
Q3 		$36K Hold
3,400
– – 0.02% 336
2022
Q2 		$42K Hold
3,400
– – 0.01% 349
2022
Q1 		$53K Buy
+3,400
New +$53K 0.02% 288