B. Riley Wealth Advisors’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
Q4
$152K Hold
2024
Q3
$154K Hold
2024
Q2
$150K Buy
2015
Q1
Sell
2014
Q4
$28 Buy
2014
Q3
Sell
2014
Q2
$32.8K Buy