SWP
ACRE

Significant Wealth Partners’s Ares Commercial Real Estate ACRE Stock Holding History

Significant Wealth Partners’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
Q1 		– Sell
-42,379
Closed -$439K – 150
2023
Q4 		$439K Buy
+42,379
New +$439K 0.32% 90