Schechter Investment Advisors’s Ares Management ARES Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,930	Closed	-$230K	–	665
2023 Q4	$230K	Sell	1,930 -536	-22%	-$63.7K	0.02%	525
2023 Q3	$254K	Buy	2,466 +188	+8%	+$19.3K	0.02%	496
2023 Q2	$219K	Buy	+2,278	New	+$219K	0.02%	566