WLPWM
ARDC

Walled Lake Planning & Wealth Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-59
Closed -$1K – 314
2020
Q4 		$1K Sell
59
-57
-49% -$966 ﹤0.01% 292
2020
Q3 		$1K Buy
116
+3
+3% +$26 ﹤0.01% 305
2020
Q2 		$1K Buy
113
+3
+3% +$27 ﹤0.01% 300
2020
Q1 		$1K Buy
+110
New +$1K ﹤0.01% 287