Archer Investment Corporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.1K | Hold |
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|
2025
Q2 | $41K | Hold |
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|
2025
Q1 | $35.9K | Hold |
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|
2024
Q4 | $38.2K | Hold |
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|
2024
Q3 | $40.7K | Hold |
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|
2024
Q2 | $40.6K | Hold |
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|
2024
Q1 | $36.9K | Hold |
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|
2023
Q4 | $33.5K | Hold |
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|
2023
Q3 | $31.4K | Hold |
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|
2023
Q2 | $31.8K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $57K | Sell |
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|
2020
Q4 | $78.5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $94.7K | Buy |
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|
2020
Q1 | $23K | Buy |
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