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Simplicity Wealth’s Ares Management ARES Stock Holding History

Simplicity Wealth’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,814
Closed -$242K – 533
2024
Q2 		$242K Sell
1,814
-9
-0.5% -$1.2K 0.01% 1030
2024
Q1 		$242K Buy
+1,823
New +$242K 0.01% 998