LPL Financial’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $541K | Buy |
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|
2025
Q2 | $486K | Buy |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $354K | Buy |
|
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $256K | Sell |
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|
2021
Q1 | $475K | Sell |
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|
2020
Q4 | $555K | Buy |
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|
2020
Q3 | $397K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $827K | Sell |
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|
2015
Q4 | $853K | Buy |
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|
2015
Q3 | $466K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $195K | Sell |
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|
2013
Q4 | $205K | Buy |
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|
2013
Q3 | $201K | Buy |
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