IWA
IBEX Wealth Advisors’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-328
| Closed | -$43.7K | – | 87 |
|
|
2024
Q2 | $43.7K | Buy |
+328
| New | +$43.7K | 0.01% | 166 |
|
|
2022
Q2 | – | Sell |
-97,814
| Closed | -$7.95M | – | 156 |
|
|
2022
Q1 | $7.95M | Buy |
97,814
+2,925
| +3% | +$238K | 1.52% | 15 |
|
|
2021
Q4 | $7.71M | Buy |
94,889
+340
| +0.4% | +$27.6K | 1.37% | 17 |
|
|
2021
Q3 | $6.98M | Buy |
94,549
+966
| +1% | +$71.3K | 1.34% | 15 |
|
|
2021
Q2 | $5.95M | Buy |
93,583
+3,288
| +4% | +$209K | 1.19% | 21 |
|
|
2021
Q1 | $5.06M | Buy |
90,295
+6,647
| +8% | +$372K | 1.25% | 24 |
|
|
2020
Q4 | $3.94M | Buy |
83,648
+3,168
| +4% | +$149K | 1.03% | 42 |
|
|
2020
Q3 | $3.25M | Buy |
80,480
+109
| +0.1% | +$4.41K | 0.94% | 46 |
|
|
2020
Q2 | $3.19M | Buy |
80,371
+395
| +0.5% | +$15.7K | 1.03% | 43 |
|
|
2020
Q1 | $2.47M | Buy |
+79,976
| New | +$2.47M | 0.96% | 45 |
|