LVW Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,850
| Closed | -$312K | – | 202 |
|
|
2020
Q2 | $312K | Sell |
7,850
-1,550
| -16% | -$61.6K | 0.08% | 144 |
|
|
2020
Q1 | $291K | Buy |
+9,400
| New | +$291K | 0.08% | 122 |
|
|
2019
Q4 | – | Sell |
-9,400
| Closed | -$252K | – | 182 |
|
|
2019
Q3 | $252K | Buy |
+9,400
| New | +$252K | 0.06% | 147 |
|