JFS Wealth Advisors’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-941
| Closed | -$16K | – | 1950 |
|
|
2022
Q3 | $16K | Hold |
941
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $17K | Hold |
941
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $20K | Hold |
941
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $20K | Hold |
941
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $19K | Buy |
+941
| New | +$19K | ﹤0.01% | 550 |
|