BerganKDV Wealth Management’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$579	Hold	6	–	–	﹤0.01%	802
2023 Q1	$501	Hold	6	–	–	﹤0.01%	973
2022 Q4	$411	Buy	+6	New	+$411	﹤0.01%	964