CWS Financial Advisors’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $424K | Hold |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $504K | Sell |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q2 | $473K | Hold |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $404K | Hold |
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|
2019
Q4 | $404K | Buy |
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