Integrated Wealth Concepts’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 | – | Sell |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $370K | Sell |
|
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $381K | Sell |
|
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q2 | $162K | Buy |
|