Future Financial Wealth Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5K | Hold |
1,300
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $18.4K | Hold |
1,300
| – | – | 0.01% | 329 |
|
|
2024
Q4 | $19.6K | Hold |
1,300
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $19.9K | Buy |
+1,300
| New | +$19.9K | 0.01% | 333 |
|
|
2024
Q2 | – | Sell |
-1,300
| Closed | -$18.5K | – | 135 |
|
|
2024
Q1 | $18.5K | Buy |
+1,300
| New | +$18.5K | 0.01% | 354 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$19K | – | 143 |
|
|
2022
Q1 | $19K | Hold |
1,300
| – | – | 0.02% | 370 |
|
|
2021
Q4 | $21K | Buy |
+1,300
| New | +$21K | 0.02% | 370 |
|