KWAG
ARDC

Kiely Wealth Advisory Group’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Kiely Wealth Advisory Group’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$8.43K Buy
543
+12
+2% +$186 0.01% 208
2024
Q3 		$7.94K Buy
531
+12
+2% +$179 0.01% 216
2024
Q2 		$7.59K Buy
+519
New +$7.59K ﹤0.01% 204