9258 Wealth Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | $186K | Buy |
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|
2024
Q1 | $176K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $169K | Sell |
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|
2022
Q4 | $188K | Sell |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $384K | Sell |
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|
2021
Q1 | $375K | Buy |
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|
2020
Q4 | $356K | Sell |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $456K | Sell |
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|
2020
Q1 | $419K | Sell |
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|
2019
Q4 | $639K | Sell |
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|
2019
Q3 | $658K | Sell |
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|
2019
Q2 | $669K | Sell |
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|
2019
Q1 | $671K | Sell |
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|
2018
Q4 | $630K | Buy |
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