UCIG
Ulrich Consultants & Investment Group’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $263K | Sell |
14,000
-3,091
| -18% | -$58.1K | 0.64% | 19 |
|
|
2023
Q1 | $312K | Hold |
17,091
| – | – | 0.65% | 18 |
|
|
2022
Q4 | $316K | Sell |
17,091
-13,318
| -44% | -$246K | 0.71% | 16 |
|
|
2022
Q3 | $513K | Hold |
30,409
| – | – | 0.4% | 44 |
|
|
2022
Q2 | $545K | Buy |
+30,409
| New | +$545K | 0.3% | 62 |
|