Crewe Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
98
+11
| +13% | +$1.91K | ﹤0.01% | 395 |
|
|
2025
Q1 | $12.8K | Hold |
87
| – | – | ﹤0.01% | 400 |
|
|
2024
Q4 | $15.4K | Hold |
87
| – | – | ﹤0.01% | 384 |
|
|
2024
Q3 | $13.6K | Buy |
+87
| New | +$13.6K | ﹤0.01% | 448 |
|
|
2023
Q1 | – | Sell |
-109
| Closed | -$7.46K | – | 824 |
|
|
2022
Q4 | $7.46K | Buy |
+109
| New | +$7.46K | ﹤0.01% | 604 |
|