Modera Wealth Management’s Ares Capital ARCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$209K Sell
2025
Q2
$226K Buy
2022
Q4
Sell
2022
Q3
$306K Hold
2022
Q2
$325K Hold
2022
Q1
$380K Hold
2021
Q4
$385K Buy