Meridian Wealth Partners’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,334
| Closed | -$119K | – | 160 |
|
|
2021
Q1 | $119K | Hold |
6,334
| – | – | 0.04% | 100 |
|
|
2020
Q4 | $107K | Hold |
6,334
| – | – | 0.04% | 96 |
|
|
2020
Q3 | $88K | Sell |
6,334
-1,250
| -16% | -$17.4K | 0.04% | 98 |
|
|
2020
Q2 | $110K | Hold |
7,584
| – | – | 0.06% | 82 |
|
|
2020
Q1 | $82K | Hold |
7,584
| – | – | 0.05% | 97 |
|
|
2019
Q4 | $141K | Buy |
+7,584
| New | +$141K | 0.09% | 77 |
|