Caldwell Trust’s Ares Capital ARCC Stock Holding History

Caldwell Trust’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-422
2020 Q2	$6.1K	Hold	422
2020 Q1	$4.55K	Hold	422
2019 Q4	$7.87K	Buy	+422