Tradition Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,838
| Closed | -$19K | – | 400 |
|
|
2023
Q4 | $19K | Buy |
1,838
+40
| +2% | +$413 | ﹤0.01% | 848 |
|
|
2023
Q3 | $17K | Buy |
1,798
+692
| +63% | +$6.54K | ﹤0.01% | 876 |
|
|
2023
Q2 | $11K | Sell |
1,106
-377
| -25% | -$3.75K | ﹤0.01% | 1013 |
|
|
2023
Q1 | $13K | Buy |
1,483
+29
| +2% | +$254 | ﹤0.01% | 924 |
|
|
2022
Q4 | $15K | Buy |
1,454
+30
| +2% | +$309 | ﹤0.01% | 802 |
|
|
2022
Q3 | $15K | Buy |
1,424
+25
| +2% | +$263 | ﹤0.01% | 823 |
|
|
2022
Q2 | $17K | Buy |
1,399
+20
| +1% | +$243 | ﹤0.01% | 676 |
|
|
2022
Q1 | $21K | Buy |
1,379
+21
| +2% | +$320 | ﹤0.01% | 697 |
|
|
2021
Q4 | $20K | Buy |
1,358
+20
| +1% | +$295 | ﹤0.01% | 725 |
|
|
2021
Q3 | $20K | Buy |
1,338
+436
| +48% | +$6.52K | ﹤0.01% | 720 |
|
|
2021
Q2 | $13K | Buy |
902
+20
| +2% | +$288 | ﹤0.01% | 869 |
|
|
2021
Q1 | $12K | Buy |
882
+24
| +3% | +$327 | ﹤0.01% | 730 |
|
|
2020
Q4 | $10K | Buy |
+858
| New | +$10K | ﹤0.01% | 727 |
|