NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $261K | Sell |
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|
2025
Q3 | $286K | Buy |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $360K | Buy |
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