SageView Advisory Group’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-47,011
| Closed | -$969K | – | 528 |
|
|
2023
Q4 | $969K | Buy |
47,011
+8
| +0% | +$165 | 0.04% | 259 |
|
|
2023
Q3 | $915K | Sell |
47,003
-9,812
| -17% | -$191K | 0.05% | 224 |
|
|
2023
Q2 | $1.07M | Buy |
56,815
+1,630
| +3% | +$30.6K | 0.06% | 215 |
|
|
2023
Q1 | $1.01M | Buy |
+55,185
| New | +$1.01M | 0.06% | 207 |
|