FWM
ARDC

Foresight Wealth Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Foresight Wealth Management’s Portfolio ARDC Stock Details ARDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25,066
Closed -$406K – 124
2021
Q3 		$406K Buy
25,066
+6,887
+38% +$112K 0.08% 80
2021
Q2 		$294K Buy
+18,179
New +$294K 0.07% 95