Pinnacle Wealth Planning Services’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,785
| Closed | -$435K | – | 403 |
|
|
2024
Q3 | $435K | Hold |
20,785
| – | – | 0.06% | 214 |
|
|
2024
Q2 | $433K | Hold |
20,785
| – | – | 0.06% | 205 |
|
|
2024
Q1 | $433K | Hold |
20,785
| – | – | 0.06% | 214 |
|
|
2023
Q4 | $416K | Buy |
20,785
+1,085
| +6% | +$21.7K | 0.07% | 202 |
|
|
2023
Q3 | $384K | Buy |
+19,700
| New | +$384K | 0.06% | 205 |
|