United Advisor Group’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
336,279
+5,435
| +2% | +$77.3K | 0.83% | 26 |
|
|
2025
Q1 | $4.67M | Buy |
330,844
+9,361
| +3% | +$132K | 0.96% | 24 |
|
|
2024
Q4 | $4.86M | Buy |
321,483
+11,384
| +4% | +$172K | 0.96% | 24 |
|
|
2024
Q3 | $4.74M | Buy |
310,099
+2,665
| +0.9% | +$40.7K | 1.07% | 20 |
|
|
2024
Q2 | $4.58M | Buy |
307,434
+20,776
| +7% | +$309K | 1.42% | 17 |
|
|
2024
Q1 | $4.08M | Buy |
+286,658
| New | +$4.08M | 1.53% | 15 |
|