RWB
RMR Wealth Builders’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
1,674
+154
| +10% | +$26.7K | 0.03% | 233 |
|
|
2025
Q1 | $223K | Buy |
1,520
+9
| +0.6% | +$1.32K | 0.02% | 240 |
|
|
2024
Q4 | $267K | Buy |
1,511
+7
| +0.5% | +$1.24K | 0.03% | 218 |
|
|
2024
Q3 | $234K | Buy |
+1,504
| New | +$234K | 0.02% | 232 |
|
|
2021
Q2 | – | Sell |
-1,595
| Closed | -$89K | – | 209 |
|
|
2021
Q1 | $89K | Buy |
1,595
+926
| +138% | +$51.7K | 0.02% | 283 |
|
|
2020
Q4 | $31K | Buy |
+669
| New | +$31K | 0.02% | 305 |
|
|
2020
Q3 | – | Sell |
-152
| Closed | -$6K | – | 242 |
|
|
2020
Q2 | $6K | Buy |
+152
| New | +$6K | 0.01% | 368 |
|
|
2019
Q4 | $36K | Buy |
+1,000
| New | +$36K | 0.03% | 257 |
|