Personal CFO Solutions’s Ardelyx ARDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-75,000
| Closed | -$517K | – | 461 |
|
|
2024
Q3 | $517K | Buy |
75,000
+5,000
| +7% | +$34.5K | 0.07% | 255 |
|
|
2024
Q2 | $519K | Hold |
70,000
| – | – | 0.08% | 243 |
|
|
2024
Q1 | $511K | Hold |
70,000
| – | – | 0.08% | 245 |
|
|
2023
Q4 | $434K | Buy |
70,000
+14,765
| +27% | +$91.5K | 0.08% | 267 |
|
|
2023
Q3 | $225K | Hold |
55,235
| – | – | 0.04% | 402 |
|
|
2023
Q2 | $187K | Buy |
55,235
+15,000
| +37% | +$50.9K | 0.04% | 450 |
|
|
2023
Q1 | $193K | Hold |
40,235
| – | – | 0.04% | 450 |
|
|
2022
Q4 | $115K | Hold |
40,235
| – | – | 0.02% | 442 |
|
|
2022
Q3 | $48K | Hold |
40,235
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $24K | Buy |
40,235
+20,235
| +101% | +$12.1K | 0.01% | 426 |
|
|
2022
Q1 | $21K | Hold |
20,000
| – | – | ﹤0.01% | 464 |
|
|
2021
Q4 | $22K | Hold |
20,000
| – | – | ﹤0.01% | 471 |
|
|
2021
Q3 | $26K | Sell |
20,000
-40,000
| -67% | -$52K | 0.01% | 447 |
|
|
2021
Q2 | $455K | Hold |
60,000
| – | – | 0.09% | 203 |
|
|
2021
Q1 | $397K | Hold |
60,000
| – | – | 0.09% | 207 |
|
|
2020
Q4 | $388K | Hold |
60,000
| – | – | 0.1% | 198 |
|
|
2020
Q3 | $0 | Hold |
60,000
| – | – | ﹤0.01% | 144 |
|
|
2020
Q2 | $415K | Hold |
60,000
| – | – | 0.12% | 159 |
|
|
2020
Q1 | $341K | Hold |
60,000
| – | – | 0.12% | 154 |
|
|
2019
Q4 | $450K | Buy |
+60,000
| New | +$450K | 0.13% | 161 |
|