First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $207K | Hold |
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|
2023
Q1 | $201K | Hold |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $198K | Hold |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $466K | Sell |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $492K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.28M | Buy |
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|
2016
Q1 | $2.13M | Buy |
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|
2015
Q4 | $2.07M | Buy |
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|
2015
Q3 | $1.63M | Sell |
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|
2015
Q2 | $1.83M | Buy |
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|
2015
Q1 | $1.88M | Buy |
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|
2014
Q4 | $562K | Buy |
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