Alera Investment Advisors’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,620
| Closed | -$623K | – | 170 |
|
|
2023
Q4 | $623K | Buy |
8,620
+1,287
| +18% | +$92.9K | 0.08% | 102 |
|
|
2023
Q3 | $553K | Sell |
7,333
-60
| -0.8% | -$4.53K | 0.09% | 102 |
|
|
2023
Q2 | $559K | Buy |
7,393
+379
| +5% | +$28.6K | 0.12% | 107 |
|
|
2023
Q1 | $559K | Buy |
7,014
+70
| +1% | +$5.58K | 0.13% | 101 |
|
|
2022
Q4 | $645K | Sell |
6,944
-324
| -4% | -$30.1K | 0.15% | 84 |
|
|
2022
Q3 | $584K | Buy |
7,268
+207
| +3% | +$16.6K | 0.17% | 87 |
|
|
2022
Q2 | $548K | Sell |
7,061
-266
| -4% | -$20.6K | 0.15% | 99 |
|
|
2022
Q1 | $661K | Buy |
+7,327
| New | +$661K | 0.15% | 101 |
|
|
2019
Q2 | – | Sell |
-278
| Closed | -$12K | – | 89 |
|
|
2019
Q1 | $12K | Buy |
278
+20
| +8% | +$863 | 0.01% | 410 |
|
|
2018
Q4 | $11K | Buy |
+258
| New | +$11K | 0.01% | 397 |
|