SFS
ARDC

Sowell Financial Services’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Sowell Financial Services’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-72
Closed -$1K – 647
2021
Q1 		$1K Sell
72
-20
-22% -$296 ﹤0.01% 2896
2020
Q4 		$1K Hold
92
– – ﹤0.01% 2538
2020
Q3 		$1K Hold
92
– – ﹤0.01% 2316
2020
Q2 		$1K Hold
92
– – ﹤0.01% 2241
2020
Q1 		$1K Buy
92
+28
+44% +$399 ﹤0.01% 2177
2019
Q4 		$1K Sell
64
-1
-2% -$15 ﹤0.01% 2286
2019
Q3 		$1K Buy
+65
New +$981 ﹤0.01% 2184

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