SWM
ACRE

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

Spire Wealth Management’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-47,316
Closed -$688K – 2505
2021
Q4 		$688K Buy
+47,316
New +$688K 0.02% 595
2021
Q2 		– Sell
-33,685
Closed -$469K – 2565
2021
Q1 		$469K Buy
+33,685
New +$469K 0.01% 691