Atticus Wealth Management’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,482
| Closed | -$31K | – | 591 |
|
|
2021
Q4 | $31K | Buy |
1,482
+694
| +88% | +$14.5K | 0.01% | 275 |
|
|
2021
Q3 | $16K | Buy |
788
+309
| +65% | +$6.27K | 0.01% | 321 |
|
|
2021
Q2 | $9K | Buy |
+479
| New | +$9K | ﹤0.01% | 318 |
|
|
2020
Q4 | – | Sell |
-385
| Closed | -$5K | – | 334 |
|
|
2020
Q3 | $5K | Buy |
385
+10
| +3% | +$130 | ﹤0.01% | 274 |
|
|
2020
Q2 | $5K | Buy |
+375
| New | +$5K | ﹤0.01% | 267 |
|