TFO Wealth Partners’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$133 | – | 109 |
|
|
2024
Q1 | $133 | Hold |
1
| – | – | ﹤0.01% | 585 |
|
|
2023
Q4 | $119 | Hold |
1
| – | – | ﹤0.01% | 767 |
|
|
2023
Q3 | $96 | Hold |
1
| – | – | ﹤0.01% | 976 |
|
|
2023
Q2 | $96 | Hold |
1
| – | – | ﹤0.01% | 669 |
|
|
2023
Q1 | $83 | Sell |
1
-1
| -50% | -$83 | ﹤0.01% | 681 |
|
|
2022
Q4 | $109 | Buy |
+2
| New | +$109 | ﹤0.01% | 757 |
|