XWM
Xcel Wealth Management’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,300
| New | +$225K | 0.06% | 127 |
|
|
2025
Q1 | – | Sell |
-1,300
| Closed | -$230K | – | 130 |
|
|
2024
Q4 | $230K | Hold |
1,300
| – | – | 0.06% | 122 |
|
|
2024
Q3 | $203K | Buy |
+1,300
| New | +$203K | 0.06% | 125 |
|
|
2024
Q2 | – | Sell |
-1,800
| Closed | -$239K | – | 124 |
|
|
2024
Q1 | $239K | Hold |
1,800
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $214K | Buy |
+1,800
| New | +$214K | 0.08% | 108 |
|