Mount Yale Investment Advisors’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.2K	Buy	+203	New	+$35.2K	﹤0.01%	912
2024 Q1	–	Sell	-3,429	Closed	-$408K	–	537
2023 Q4	$408K	Sell	3,429 -385	-10%	-$45.8K	0.04%	356
2023 Q3	$392K	Buy	+3,814	New	+$392K	0.04%	344