Caldwell Trust’s Ares Management ARES Stock Holding History

Caldwell Trust’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-285
2024 Q1	$37.9K	Hold	285
2023 Q4	$33.9K	Hold	285
2023 Q3	$29.3K	Hold	285
2023 Q2	$27.5K	Hold	285
2023 Q1	$23.8K	Hold	285
2022 Q4	$19.5K	Buy	+285