BerganKDV Wealth Management’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $188 | Hold |
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|
2023
Q1 | $183 | Sell |
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|
2022
Q4 | $32.5K | Hold |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $103K | Buy |
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|
2022
Q1 | $89K | Sell |
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|
2021
Q4 | $121K | Hold |
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|
2021
Q3 | $117K | Hold |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $97K | Hold |
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|
2020
Q3 | $80K | Buy |
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|
2020
Q2 | $83K | Hold |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $107K | Hold |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $103K | Hold |
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|
2019
Q1 | $98K | Hold |
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|
2018
Q4 | $89K | Hold |
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|
2018
Q3 | $98K | Hold |
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|
2018
Q2 | $94K | Buy |
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