B. Riley Wealth Advisors’s Adamas Trust ADAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$81.1K Buy
2016
Q2
Sell
2016
Q1
$57K Sell
2015
Q4
$77K Sell
2015
Q3
$87K Buy
2015
Q2
Sell
2015
Q1
$114K Sell
2014
Q4
$1.15K Buy
2014
Q3
$109K Sell
2014
Q2
$131K Sell
2014
Q1
$327K Sell
2013
Q4
$389K Sell
2013
Q3
$521K Sell
2013
Q2
$808K Buy