Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,893
| Closed | -$81K | – | 472 |
|
|
2021
Q1 | $81K | Hold |
5,893
| – | – | ﹤0.01% | 661 |
|
|
2020
Q4 | $70K | Buy |
5,893
+197
| +3% | +$2.34K | ﹤0.01% | 652 |
|
|
2020
Q3 | $52K | Buy |
5,696
+216
| +4% | +$1.97K | ﹤0.01% | 636 |
|
|
2020
Q2 | $50K | Hold |
5,480
| – | – | ﹤0.01% | 696 |
|
|
2020
Q1 | $45K | Buy |
+5,480
| New | +$45K | ﹤0.01% | 620 |
|