Golden State 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 | $102K | Sell |
4,630
-15,003
| -76% | -$329K | 0.01% | 477 |
|
|
2025
Q1 | $435K | Buy |
19,633
+385
| +2% | +$8.53K | 0.06% | 226 |
|
|
2024
Q4 | $421K | Buy |
+19,248
| New | +$421K | 0.06% | 221 |
|
|
2020
Q4 | – | Sell |
-4,744
| Closed | -$66K | – | 241 |
|
|
2020
Q3 | $66K | Buy |
+4,744
| New | +$66K | 0.02% | 305 |
|
|
2020
Q2 | – | Sell |
-16,119
| Closed | -$174K | – | 227 |
|
|
2020
Q1 | $174K | Buy |
+16,119
| New | +$174K | 0.08% | 173 |
|
|
2019
Q4 | – | Sell |
-16,727
| Closed | -$312K | – | 103 |
|
|
2019
Q3 | $312K | Buy |
16,727
+2,709
| +19% | +$50.5K | 0.1% | 151 |
|
|
2019
Q2 | $251K | Buy |
14,018
+8
| +0.1% | +$143 | 0.08% | 192 |
|
|
2019
Q1 | $240K | Buy |
+14,010
| New | +$240K | 0.08% | 202 |
|