PCG Wealth Advisors’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
18,639
-3,385
| -15% | -$74.3K | 0.21% | 64 |
|
|
2025
Q1 | $488K | Buy |
22,024
+1,771
| +9% | +$39.2K | 0.17% | 89 |
|
|
2024
Q4 | $443K | Buy |
20,253
+1,798
| +10% | +$39.4K | 0.16% | 90 |
|
|
2024
Q3 | $386K | Buy |
18,455
+660
| +4% | +$13.8K | 0.15% | 88 |
|
|
2024
Q2 | $371K | Buy |
17,795
+5,895
| +50% | +$123K | 0.16% | 84 |
|
|
2024
Q1 | $248K | Buy |
+11,900
| New | +$248K | 0.12% | 100 |
|