National Wealth Management Group’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,484	Closed	-$387K	–	150
2024 Q3	$387K	Sell	2,484 -2,666	-52%	-$415K	0.26%	90
2024 Q2	$686K	Buy	+5,150	New	+$686K	0.52%	47