DAS
Diversify Advisory Services’s Ares Capital ARCC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $635K | Buy |
+28,264
| New | +$635K | 0.02% | 457 |
|
2025
Q1 | – | Sell |
-17,775
| Closed | -$391K | – | 632 |
|
2024
Q4 | $391K | Buy |
17,775
+106
| +0.6% | +$2.33K | 0.02% | 416 |
|
2024
Q3 | $381K | Sell |
17,669
-1,989
| -10% | -$42.9K | 0.02% | 435 |
|
2024
Q2 | $414K | Buy |
19,658
+3,443
| +21% | +$72.5K | 0.02% | 414 |
|
2024
Q1 | $331K | Buy |
+16,215
| New | +$331K | 0.02% | 513 |
|