SVWAG
ACR
Sound View Wealth Advisors Group’s ACRES Commercial Realty ACR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Hold |
10,000
| – | – | 0.01% | 417 |
|
|
2025
Q1 | $217K | Sell |
10,000
-1,000
| -9% | -$21.7K | 0.02% | 381 |
|
|
2024
Q4 | $178K | Hold |
11,000
| – | – | 0.01% | 409 |
|
|
2024
Q3 | $172K | Buy |
+11,000
| New | +$172K | 0.01% | 402 |
|
|
2023
Q4 | – | Sell |
-10,000
| Closed | -$83K | – | 386 |
|
|
2023
Q3 | $83K | Buy |
+10,000
| New | +$83K | 0.01% | 360 |
|
|
2021
Q1 | – | Sell |
-10,000
| Closed | -$40K | – | 268 |
|
|
2020
Q4 | $40K | Hold |
10,000
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $21K | Buy |
+10,000
| New | +$21K | 0.01% | 247 |
|