Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,172
| Closed | -$54K | – | 285 |
|
|
2020
Q4 | $54K | Buy |
+3,172
| New | +$54K | 0.01% | 369 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$27K | – | 547 |
|
|
2019
Q2 | $27K | Buy |
+1,500
| New | +$27K | 0.01% | 398 |
|
|
2018
Q1 | – | Sell |
-171
| Closed | -$3K | – | 596 |
|
|
2017
Q4 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 675 |
|