Altium Wealth Management LLC ARES CAPITAL CORP Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022
Number of Shares
150,000
Previous 155,000 3.23%
Holding current value
$156,000
Previous $175,000 10.86%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
N/A
-5,000 Reduced 3.23%
150,000 $156,000
Q3 2021

Nov 15, 2021
SELL
N/A
-15,000 Reduced 8.82%
155,000 $171,000
Q1 2021

May 06, 2021
SELL
N/A
-30,000 Reduced 15.0%
170,000 $185,000
Q2 2020

Jul 31, 2020
SELL
N/A
-15,000 Reduced 6.98%
200,000 $195,000
Q1 2020

Apr 23, 2020
SELL
N/A
-40,000 Reduced 15.69%
215,000 $186,000
Q4 2019

Jan 17, 2020
SELL
N/A
-35,000 Reduced 12.07%
255,000 $270,000
Q3 2019

Nov 12, 2019
SELL
N/A
-10,000 Reduced 3.33%
290,000 $305,000
Q2 2019

Jul 18, 2019
BUY
N/A
300,000 New
300,000 $308,000
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