Perigon Wealth Management’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-308
| Closed | -$6K | – | 644 |
|
|
2017
Q2 | $6K | Buy |
308
+2
| +0.7% | +$39 | ﹤0.01% | 518 |
|
|
2017
Q1 | $6K | Buy |
306
+4
| +1% | +$78 | ﹤0.01% | 561 |
|
|
2016
Q4 | $6K | Sell |
302
-222
| -42% | -$4.41K | ﹤0.01% | 619 |
|
|
2016
Q3 | $9K | Sell |
524
-241
| -32% | -$4.14K | ﹤0.01% | 487 |
|
|
2016
Q2 | $11K | Buy |
+765
| New | +$11K | ﹤0.01% | 365 |
|