WR Wealth Planners’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.9K | Hold |
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|
2024
Q3 | $10.5K | Hold |
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|
2024
Q2 | $10.4K | Sell |
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|
2024
Q1 | $28.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $26.1K | Hold |
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|
2023
Q2 | $25.2K | Buy |
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|
2023
Q1 | $24.2K | Buy |
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|
2022
Q4 | $14.8K | Sell |
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|
2022
Q3 | $18.3K | Buy |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $21.9K | Buy |
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