SWS
SYSTM Wealth Solutions’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,366
| Closed | -$2.31M | – | 127 |
|
|
2024
Q2 | $2.31M | Sell |
17,366
-2,861
| -14% | -$381K | 0.52% | 68 |
|
|
2024
Q1 | $2.69M | Buy |
20,227
+257
| +1% | +$34.2K | 0.34% | 87 |
|
|
2023
Q4 | $2.37M | Sell |
19,970
-3,533
| -15% | -$420K | 0.33% | 83 |
|
|
2023
Q3 | $2.42M | Buy |
23,503
+3,721
| +19% | +$383K | 0.37% | 65 |
|
|
2023
Q2 | $1.91M | Buy |
19,782
+10,300
| +109% | +$992K | 0.26% | 107 |
|
|
2023
Q1 | $791K | Sell |
9,482
-4,198
| -31% | -$350K | 0.12% | 208 |
|
|
2022
Q4 | $936K | Buy |
+13,680
| New | +$936K | 0.12% | 225 |
|