EverSource Wealth Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
+1,057
| New | +$15K | ﹤0.01% | 2512 |
|
|
2023
Q3 | – | Sell |
-91
| Closed | -$1.12K | – | 2502 |
|
|
2023
Q2 | $1.12K | Hold |
91
| – | – | ﹤0.01% | 2181 |
|
|
2023
Q1 | $1.09K | Hold |
91
| – | – | ﹤0.01% | 2090 |
|
|
2022
Q4 | $1.06K | Hold |
91
| – | – | ﹤0.01% | 2076 |
|
|
2022
Q3 | $1K | Buy |
+91
| New | +$1K | ﹤0.01% | 1774 |
|