EverSource Wealth 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
Q2 | $226K | Buy |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $233K | Buy |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $180K | Sell |
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|
2023
Q4 | $183K | Sell |
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|
2023
Q3 | $184K | Hold |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $150K | Sell |
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|
2022
Q4 | $161K | Buy |
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