WOSD
WFA of San Diego’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.2K | Buy |
+1,650
| New | +$36.2K | 0.03% | 231 |
|
|
2024
Q3 | $3.14K | Hold |
150
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $3.13K | Buy |
+150
| New | +$3.13K | ﹤0.01% | 345 |
|
|
2023
Q3 | $3.89K | Hold |
200
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $3.76K | Buy |
+200
| New | +$3.76K | ﹤0.01% | 324 |
|
|
2023
Q1 | – | Sell |
-4,000
| Closed | -$73.9K | – | 91 |
|
|
2022
Q4 | $73.9K | Buy |
+4,000
| New | +$73.9K | 0.06% | 159 |
|