Tradition Wealth Management’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,303
| Closed | -$109K | – | 1386 |
|
|
2023
Q1 | $109K | Hold |
1,303
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $89K | Sell |
1,303
-1,200
| -48% | -$82K | 0.01% | 405 |
|
|
2022
Q3 | $155K | Buy |
2,503
+5
| +0.2% | +$310 | 0.02% | 295 |
|
|
2022
Q2 | $142K | Hold |
2,498
| – | – | 0.02% | 305 |
|
|
2022
Q1 | $203K | Hold |
2,498
| – | – | 0.03% | 289 |
|
|
2021
Q4 | $203K | Hold |
2,498
| – | – | 0.03% | 302 |
|
|
2021
Q3 | $184K | Hold |
2,498
| – | – | 0.03% | 287 |
|
|
2021
Q2 | $159K | Buy |
+2,498
| New | +$159K | 0.02% | 318 |
|