Arkadios Wealth Advisors’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,042
| Closed | -$51.6K | – | 620 |
|
|
2022
Q4 | $51.6K | Hold |
5,042
| – | – | 0.01% | 553 |
|
|
2022
Q3 | $47K | Buy |
+5,042
| New | +$47K | 0.01% | 516 |
|
|
2021
Q4 | – | Sell |
-511
| Closed | -$8K | – | 1366 |
|
|
2021
Q3 | $8K | Buy |
511
+11
| +2% | +$172 | ﹤0.01% | 1503 |
|
|
2021
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 1600 |
|