Integrated Wealth Concepts’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $913K | Sell |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $636K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $226K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $177K | Buy |
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