Wealthspire Advisors (New York)’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,435
| Closed | -$277K | – | 512 |
|
|
2022
Q2 | $277K | Buy |
15,435
+2,024
| +15% | +$36.3K | 0.01% | 416 |
|
|
2022
Q1 | $281K | Sell |
13,411
-55,600
| -81% | -$1.16M | 0.01% | 360 |
|
|
2021
Q4 | $1.46M | Buy |
69,011
+9,844
| +17% | +$209K | 0.03% | 179 |
|
|
2021
Q3 | $1.2M | Buy |
+59,167
| New | +$1.2M | 0.03% | 224 |
|
|
2020
Q3 | – | Sell |
-20,000
| Closed | -$289K | – | 329 |
|
|
2020
Q2 | $289K | Buy |
+20,000
| New | +$289K | 0.02% | 210 |
|