Lee Financial’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$952 | – | 193 |
|
|
2023
Q4 | $952 | Hold |
8
| – | – | ﹤0.01% | 799 |
|
|
2023
Q3 | $823 | Hold |
8
| – | – | ﹤0.01% | 780 |
|
|
2023
Q2 | $771 | Hold |
8
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $668 | Sell |
8
-20
| -71% | -$1.67K | ﹤0.01% | 749 |
|
|
2022
Q4 | $1.92K | Buy |
28
+2
| +8% | +$137 | ﹤0.01% | 704 |
|
|
2022
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 646 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$2K | – | 768 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 702 |
|