Advisor Group’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $733K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $200K | Buy |
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|
2019
Q1 | $185K | Sell |
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|
2018
Q4 | $385K | Buy |
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|
2018
Q3 | $281K | Buy |
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|
2018
Q2 | $194K | Buy |
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|
2018
Q1 | $156K | Sell |
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|
2017
Q4 | $206K | Buy |
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|
2017
Q3 | $140K | Buy |
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|
2017
Q2 | $57K | Buy |
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|
2017
Q1 | $46K | Buy |
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|
2016
Q4 | $37K | Buy |
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|
2016
Q3 | $21K | Buy |
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|
2016
Q2 | $19K | Buy |
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