WEC
Winslow Evans & Crocker’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $69K | Buy |
1,475
+575
| +64% | +$26.9K | 0.01% | 521 |
|
|
2020
Q3 | $36K | Hold |
900
| – | – | 0.01% | 511 |
|
|
2020
Q2 | $36K | Buy |
+900
| New | +$36K | 0.01% | 509 |
|
|
2019
Q1 | – | Sell |
-700
| Closed | -$14K | – | 1331 |
|
|
2018
Q4 | $14K | Hold |
700
| – | – | ﹤0.01% | 688 |
|
|
2018
Q3 | $18K | Buy |
+700
| New | +$18K | 0.01% | 674 |
|