Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$203K | – | 827 |
|
|
2021
Q4 | $203K | Hold |
2,500
| – | – | 0.08% | 217 |
|
|
2021
Q3 | $185K | Hold |
2,500
| – | – | 0.08% | 230 |
|
|
2021
Q2 | $159K | Hold |
2,500
| – | – | 0.05% | 301 |
|
|
2021
Q1 | $140K | Hold |
2,500
| – | – | 0.04% | 322 |
|
|
2020
Q4 | $118K | Buy |
+2,500
| New | +$118K | 0.04% | 326 |
|