Glassman Wealth Services’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-76
| Closed | -$9.04K | – | 320 |
|
|
2023
Q4 | $9.04K | Hold |
76
| – | – | ﹤0.01% | 912 |
|
|
2023
Q3 | $7.82K | Hold |
76
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $7.32K | Hold |
76
| – | – | ﹤0.01% | 886 |
|
|
2023
Q1 | $6.34K | Buy |
76
+3
| +4% | +$250 | ﹤0.01% | 935 |
|
|
2022
Q4 | $5K | Buy |
73
+2
| +3% | +$137 | ﹤0.01% | 1018 |
|
|
2022
Q3 | $4K | Sell |
71
-1
| -1% | -$56 | ﹤0.01% | 1027 |
|
|
2022
Q2 | $4K | Buy |
72
+49
| +213% | +$2.72K | ﹤0.01% | 1050 |
|
|
2022
Q1 | $2K | Buy |
23
+11
| +92% | +$957 | ﹤0.01% | 1188 |
|
|
2021
Q4 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 1295 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1270 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1224 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1314 |
|
|
2020
Q2 | $0 | Sell |
9
-3
| -25% | – | ﹤0.01% | 1208 |
|
|
2020
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1118 |
|