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Walled Lake Planning & Wealth Management’s Ares Capital ARCC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227K Buy
10,318
+358
+4% +$7.86K 0.07% 126
2025
Q1 		$221K Buy
9,960
+203
+2% +$4.5K 0.08% 122
2024
Q4 		$214K Buy
+9,757
New +$214K 0.08% 121