WFA of San Diego’s Ares Capital ARCC Stock Holding History

WFA of San Diego’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$36.2K	Buy
2024 Q3	$3.14K	Hold
2024 Q2	$3.13K	Buy
2023 Q3	$3.89K	Hold
2023 Q2	$3.76K	Buy
2023 Q1	–	Sell
2022 Q4	$73.9K	Buy