Provenance Wealth Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$880 | – | 428 |
|
|
2025
Q1 | $880 | Hold |
6
| – | – | ﹤0.01% | 482 |
|
|
2024
Q4 | $1.06K | Hold |
6
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $935 | Hold |
6
| – | – | ﹤0.01% | 540 |
|
|
2024
Q2 | $800 | Hold |
6
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $798 | Hold |
6
| – | – | ﹤0.01% | 498 |
|
|
2023
Q4 | $714 | Hold |
6
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $617 | Buy |
+6
| New | +$617 | ﹤0.01% | 451 |
|