Evermay Wealth Management’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06K | Hold |
48
| – | – | ﹤0.01% | 520 |
|
|
2025
Q1 | $1.06K | Hold |
48
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $1.05K | Hold |
48
| – | – | ﹤0.01% | 528 |
|
|
2024
Q3 | $1.01K | Hold |
48
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 568 |
|
|
2024
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $962 | Sell |
48
-147
| -75% | -$2.95K | ﹤0.01% | 547 |
|
|
2023
Q3 | $3.8K | Hold |
195
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $3.67K | Hold |
195
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $3.56K | Hold |
195
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $3.6K | Hold |
195
| – | – | ﹤0.01% | 472 |
|
|
2022
Q3 | $3K | Hold |
195
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $3K | Hold |
195
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $4K | Hold |
195
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $4K | Hold |
195
| – | – | ﹤0.01% | 455 |
|
|
2021
Q3 | $4K | Hold |
195
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $4K | Buy |
+195
| New | +$4K | ﹤0.01% | 457 |
|