RVW Wealth’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,500
| Closed | -$257K | – | 155 |
|
|
2023
Q3 | $257K | Hold |
2,500
| – | – | 0.03% | 114 |
|
|
2023
Q2 | $241K | Hold |
2,500
| – | – | 0.03% | 136 |
|
|
2023
Q1 | $209K | Buy |
+2,500
| New | +$209K | 0.03% | 152 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$203K | – | 130 |
|
|
2022
Q1 | $203K | Hold |
2,500
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $203K | Buy |
+2,500
| New | +$203K | 0.02% | 131 |
|