Kingswood Wealth Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,914
| Closed | -$454K | – | 798 |
|
|
2024
Q3 | $454K | Buy |
2,914
+96
| +3% | +$15K | 0.03% | 477 |
|
|
2024
Q2 | $376K | Sell |
2,818
-1,772
| -39% | -$236K | 0.03% | 463 |
|
|
2024
Q1 | $610K | Sell |
4,590
-133
| -3% | -$17.7K | 0.07% | 296 |
|
|
2023
Q4 | $562K | Sell |
4,723
-6,584
| -58% | -$783K | 0.06% | 314 |
|
|
2023
Q3 | $1.16M | Buy |
+11,307
| New | +$1.16M | 0.2% | 130 |
|