WWA
WCG Wealth Advisors’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
+106,756
| New | +$2.34M | 0.15% | 145 |
|
|
2025
Q1 | – | Sell |
-76,878
| Closed | -$1.68M | – | 287 |
|
|
2024
Q4 | $1.68M | Sell |
76,878
-1,378
| -2% | -$30.2K | 0.11% | 165 |
|
|
2024
Q3 | $1.64M | Buy |
78,256
+3,135
| +4% | +$65.7K | 0.11% | 172 |
|
|
2024
Q2 | $1.57M | Sell |
75,121
-200
| -0.3% | -$4.17K | 0.12% | 156 |
|
|
2024
Q1 | $1.57M | Sell |
75,321
-400
| -0.5% | -$8.33K | 0.13% | 143 |
|
|
2023
Q4 | $1.52M | Buy |
75,721
+500
| +0.7% | +$10K | 0.11% | 160 |
|
|
2023
Q3 | $1.47M | Buy |
+75,221
| New | +$1.47M | 0.11% | 159 |
|