SWP
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Sagespring Wealth Partners’s Ares Capital ARCC Stock Holding History

Sagespring Wealth Partners’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$344K Sell
15,668
-382
-2% -$8.39K 0.01% 537
2025
Q1 		$356K Sell
16,050
-643
-4% -$14.2K 0.01% 468
2024
Q4 		$365K Buy
+16,693
New +$365K 0.01% 422