EWM
Elevatus Welath Management’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,126
| Closed | -$202K | – | 115 |
|
|
2025
Q1 | $202K | Sell |
9,126
-1,162
| -11% | -$25.8K | 0.11% | 102 |
|
|
2024
Q4 | $225K | Buy |
10,288
+199
| +2% | +$4.36K | 0.08% | 93 |
|
|
2024
Q3 | $211K | Sell |
10,089
-1,336
| -12% | -$28K | 0.07% | 100 |
|
|
2024
Q2 | $238K | Hold |
11,425
| – | – | 0.09% | 87 |
|
|
2024
Q1 | $238K | Sell |
11,425
-509
| -4% | -$10.6K | 0.09% | 77 |
|
|
2023
Q4 | $239K | Sell |
11,934
-1,736
| -13% | -$34.8K | 0.11% | 76 |
|
|
2023
Q3 | $266K | Buy |
+13,670
| New | +$266K | 0.24% | 52 |
|