Xcel Wealth Management’s Ares Capital ARCC Stock Holding History

Xcel Wealth Management’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	$511K	Buy
2025 Q1	$441K	Buy
2024 Q4	$358K	Buy
2024 Q3	$328K	Buy
2024 Q2	$248K	Buy
2024 Q1	$239K	Buy
2023 Q4	$203K	Hold
2023 Q3	$198K	Buy