Trueblood Wealth Management’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
21,216
+220
| +1% | +$4.83K | 0.19% | 150 |
|
|
2025
Q1 | $465K | Buy |
20,996
+2,283
| +12% | +$50.6K | 0.22% | 136 |
|
|
2024
Q4 | $410K | Hold |
18,713
| – | – | 0.2% | 154 |
|
|
2024
Q3 | $392K | Hold |
18,713
| – | – | 0.2% | 149 |
|
|
2024
Q2 | $390K | Hold |
18,713
| – | – | 0.22% | 133 |
|
|
2024
Q1 | $390K | Buy |
18,713
+1,982
| +12% | +$41.3K | 0.22% | 130 |
|
|
2023
Q4 | $335K | Buy |
+16,731
| New | +$335K | 0.21% | 136 |
|