WR Wealth Planners’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.95K	Buy	11 +8	+267%	+$1.42K	﹤0.01%	863
2024 Q3	$468	Buy	3 +1	+50%	+$156	﹤0.01%	1036
2024 Q2	$267	Hold	2	–	–	﹤0.01%	1097
2024 Q1	$266	Buy	+2	New	+$266	﹤0.01%	1122