Indie Asset Partners’s Ares Capital ARCC Stock Holding History

Indie Asset Partners’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,495	Closed	-$231K	–	86
2022 Q4	$231K	Hold	12,495	–	–	0.25%	71
2022 Q3	$211K	Sell	12,495 -400	-3%	-$7.73K	0.22%	82
2022 Q2	$231K	Hold	12,895	–	–	0.2%	90
2022 Q1	$270K	Hold	12,895	–	–	0.2%	98
2021 Q4	$273K	Buy	12,895 +510	+4%	+$10.6K	0.2%	102
2021 Q3	$252K	Sell	12,385 -275	-2%	-$5.51K	0.2%	102
2021 Q2	$248K	Sell	12,660 -650	-5%	-$12.6K	0.2%	103
2021 Q1	$249K	Sell	13,310 -405	-3%	-$7.28K	0.28%	96
2020 Q4	$232K	Sell	13,715 -995	-7%	-$15.4K	0.27%	92
2020 Q3	$205K	Buy	+14,710	New	+$209K	0.26%	86

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Bank of America

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Legal & General Group

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return