Concord Wealth Partners’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10
| Closed | -$1.77K | – | 825 |
|
|
2024
Q4 | $1.77K | Hold |
10
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $1.56K | Buy |
+10
| New | +$1.56K | ﹤0.01% | 772 |
|
|
2023
Q4 | – | Sell |
-35
| Closed | -$3.6K | – | 822 |
|
|
2023
Q3 | $3.6K | Hold |
35
| – | – | ﹤0.01% | 772 |
|
|
2023
Q2 | $3.37K | Buy |
+35
| New | +$3.37K | ﹤0.01% | 787 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$2.4K | – | 1004 |
|
|
2022
Q4 | $2.4K | Buy |
+35
| New | +$2.4K | ﹤0.01% | 903 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | -$2K | – | 214 |
|
|
2022
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 989 |
|