Adams Diversified Equity Fund’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,800
| Closed | -$137K | – | 144 |
|
2019
Q2 | $137K | Sell |
1,800
-1,900
| -51% | -$145K | 0.01% | 153 |
|
2019
Q1 | $300K | Sell |
3,700
-3,800
| -51% | -$308K | 0.02% | 120 |
|
2018
Q4 | $527K | Buy |
+7,500
| New | +$527K | 0.03% | 134 |
|
2016
Q4 | – | Sell |
-7,900
| Closed | -$361K | – | 232 |
|
2016
Q3 | $361K | Hold |
7,900
| – | – | 0.02% | 147 |
|
2016
Q2 | $361K | Buy |
+7,900
| New | +$361K | 0.02% | 147 |
|