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Palumbo Wealth Management’s Ares Capital ARCC Stock Holding History

Palumbo Wealth Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,907
Closed -$435K – 153
2024
Q1 		$435K Sell
20,907
-100
-0.5% -$2.08K 0.19% 87
2023
Q4 		$421K Buy
+21,007
New +$421K 0.22% 82