Avantax Planning Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-10,299
Closed -$152K 251
2018
Q1
$152K Hold
10,299
0.01% 337
2017
Q4
$155K Buy
+10,299
New +$155K 0.01% 300