1900 Wealth Management’s Adams Resources & Energy Inc. AE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-75,710
| Closed | -$2.26M | – | 243 |
|
|
2022
Q3 | $2.26M | Hold |
75,710
| – | – | 0.26% | 71 |
|
|
2022
Q2 | $2.44M | Hold |
75,710
| – | – | 0.27% | 72 |
|
|
2022
Q1 | $2.91M | Hold |
75,710
| – | – | 0.28% | 69 |
|
|
2021
Q4 | $2.11M | Hold |
75,710
| – | – | 0.19% | 84 |
|
|
2021
Q3 | $2.3M | Hold |
75,710
| – | – | 0.22% | 80 |
|
|
2021
Q2 | $2.1M | Hold |
75,710
| – | – | 0.2% | 76 |
|
|
2021
Q1 | $2.12K | Hold |
75,710
| – | – | 0.16% | 66 |
|
|
2020
Q4 | $1.83M | Buy |
+75,710
| New | +$1.83M | 0.21% | 68 |
|