Bogart Wealth LLC’s Ares Management ARES Stock Holding History

Bogart Wealth LLC’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.8K	Buy
2025 Q2	$4.68K	Sell
2025 Q1	$4.4K	Sell
2024 Q4	$10.1K	Buy
2024 Q3	$7.01K	Hold
2024 Q2	$6K	Buy