BKM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
41,869
-252
| -0.6% | -$5.53K | 0.36% | 72 |
|
|
2025
Q1 | $933K | Sell |
42,121
-267
| -0.6% | -$5.92K | 0.38% | 65 |
|
|
2024
Q4 | $928K | Buy |
42,388
+767
| +2% | +$16.8K | 0.38% | 67 |
|
|
2024
Q3 | $872K | Sell |
41,621
-1,176
| -3% | -$24.6K | 0.35% | 77 |
|
|
2024
Q2 | $892K | Buy |
42,797
+3,536
| +9% | +$73.7K | 0.43% | 71 |
|
|
2024
Q1 | $817K | Buy |
39,261
+2,096
| +6% | +$43.6K | 0.35% | 77 |
|
|
2023
Q4 | $744K | Buy |
+37,165
| New | +$744K | 0.32% | 77 |
|