Avidian Wealth Enterprises’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,309
| Closed | -$40K | – | 461 |
|
|
2022
Q3 | $40K | Hold |
4,309
| – | – | ﹤0.01% | 412 |
|
|
2022
Q2 | $48K | Sell |
4,309
-78
| -2% | -$869 | ﹤0.01% | 442 |
|
|
2022
Q1 | $64K | Hold |
4,387
| – | – | ﹤0.01% | 472 |
|
|
2021
Q4 | $65K | Sell |
4,387
-1,250
| -22% | -$18.5K | ﹤0.01% | 504 |
|
|
2021
Q3 | $96K | Buy |
5,637
+3
| +0.1% | +$51 | 0.01% | 367 |
|
|
2021
Q2 | $101K | Buy |
+5,634
| New | +$101K | 0.01% | 370 |
|