IAA
Independent Advisor Alliance’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-229,547
| Closed | -$5.02M | – | 823 |
|
|
2024
Q4 | $5.02M | Buy |
+229,547
| New | +$5.02M | 0.07% | 266 |
|
|
2020
Q1 | – | Sell |
-96,033
| Closed | -$1.79M | – | 432 |
|
|
2019
Q4 | $1.79M | Buy |
+96,033
| New | +$1.79M | 0.08% | 259 |
|
|
2017
Q3 | – | Sell |
-56,733
| Closed | -$934K | – | 268 |
|
|
2017
Q2 | $934K | Buy |
56,733
+30,409
| +116% | +$501K | 0.3% | 94 |
|
|
2017
Q1 | $462K | Buy |
+26,324
| New | +$462K | 0.07% | 236 |
|