Liberty Wealth Management’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-595
| Closed | -$49K | – | 221 |
|
|
2021
Q3 | $49K | Buy |
595
+450
| +310% | +$37.1K | 0.02% | 428 |
|
|
2021
Q2 | $9K | Buy |
145
+61
| +73% | +$3.79K | ﹤0.01% | 667 |
|
|
2021
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 755 |
|
|
2020
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 751 |
|
|
2020
Q3 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 693 |
|