Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67
| Closed | -$8.93K | – | 342 |
|
|
2024
Q2 | $8.93K | Sell |
67
-8
| -11% | -$1.07K | ﹤0.01% | 656 |
|
|
2024
Q1 | $9.97K | Hold |
75
| – | – | ﹤0.01% | 638 |
|
|
2023
Q4 | $8.92K | Hold |
75
| – | – | ﹤0.01% | 638 |
|
|
2023
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 629 |
|
|
2023
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 650 |
|