Financial Synergies Wealth Advisors’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25
| Closed | -$521 | – | 98 |
|
|
2024
Q1 | $521 | Hold |
25
| – | – | ﹤0.01% | 453 |
|
|
2023
Q4 | $462 | Hold |
25
| – | – | ﹤0.01% | 381 |
|
|
2023
Q3 | $487 | Hold |
25
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $470 | Hold |
25
| – | – | ﹤0.01% | 438 |
|
|
2023
Q1 | $457 | Hold |
25
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $462 | Hold |
25
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $422 | Hold |
25
| – | – | ﹤0.01% | 375 |
|
|
2022
Q2 | $449 | Buy |
+25
| New | +$449 | ﹤0.01% | 382 |
|