B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.1K | Buy |
+12,107
| New | +$81.1K | ﹤0.01% | 930 |
|
|
2016
Q2 | – | Sell |
-3,019
| Closed | -$57K | – | 639 |
|
|
2016
Q1 | $57K | Sell |
3,019
-564
| -16% | -$10.6K | 0.01% | 529 |
|
|
2015
Q4 | $77K | Sell |
3,583
-354
| -9% | -$7.61K | 0.02% | 527 |
|
|
2015
Q3 | $87K | Buy |
+3,937
| New | +$87K | 0.02% | 519 |
|
|
2015
Q2 | – | Sell |
-3,677
| Closed | -$114K | – | 571 |
|
|
2015
Q1 | $114K | Sell |
3,677
-3,420
| -48% | -$106K | 0.03% | 495 |
|
|
2014
Q4 | $1.15K | Buy |
7,097
+3,321
| +88% | +$540 | 0.02% | 698 |
|
|
2014
Q3 | $109K | Sell |
3,776
-418
| -10% | -$12.1K | 0.03% | 574 |
|
|
2014
Q2 | $131K | Sell |
4,194
-6,309
| -60% | -$197K | 0.03% | 614 |
|
|
2014
Q1 | $327K | Sell |
10,503
-3,423
| -25% | -$107K | 0.1% | 245 |
|
|
2013
Q4 | $389K | Sell |
13,926
-6,961
| -33% | -$194K | 0.12% | 186 |
|
|
2013
Q3 | $521K | Sell |
20,887
-8,940
| -30% | -$223K | 0.18% | 136 |
|
|
2013
Q2 | $808K | Buy |
+29,827
| New | +$808K | 0.27% | 80 |
|