XWM
Xcel Wealth Management’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
23,261
+3,361
| +17% | +$73.8K | 0.15% | 91 |
|
|
2025
Q1 | $441K | Buy |
19,900
+3,550
| +22% | +$78.7K | 0.14% | 98 |
|
|
2024
Q4 | $358K | Buy |
16,350
+700
| +4% | +$15.3K | 0.1% | 103 |
|
|
2024
Q3 | $328K | Buy |
15,650
+3,750
| +32% | +$78.5K | 0.1% | 101 |
|
|
2024
Q2 | $248K | Buy |
11,900
+400
| +3% | +$8.34K | 0.08% | 117 |
|
|
2024
Q1 | $239K | Buy |
11,500
+1,350
| +13% | +$28.1K | 0.07% | 118 |
|
|
2023
Q4 | $203K | Hold |
10,150
| – | – | 0.07% | 111 |
|
|
2023
Q3 | $198K | Buy |
+10,150
| New | +$198K | 0.08% | 103 |
|