Cassady Schiller Wealth Management’s Ares Capital ARCC Stock Holding History

Cassady Schiller Wealth Management’s Portfolio ARCC Stock Details ARCC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$17.3K	Hold
2024 Q3	$16.5K	Hold
2024 Q2	$16.5K	Hold
2024 Q1	$16.4K	Hold
2023 Q4	$15.8K	Buy
2023 Q2	–	Sell
2023 Q1	$8.52K	Hold
2022 Q4	$8.61K	Buy
2022 Q1	–	Sell
2021 Q4	$10K	Buy