Forthright Family Wealth Advisory’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,000
| Closed | -$219K | – | 56 |
|
|
2024
Q4 | $219K | Sell |
10,000
-1,000
| -9% | -$21.9K | 0.14% | 53 |
|
|
2024
Q3 | $244K | Hold |
11,000
| – | – | 0.16% | 52 |
|
|
2024
Q2 | $229K | Hold |
11,000
| – | – | 0.15% | 60 |
|
|
2024
Q1 | $229K | Hold |
11,000
| – | – | 0.15% | 57 |
|
|
2023
Q4 | $220K | Buy |
+11,000
| New | +$220K | 0.17% | 48 |
|