Belpointe Asset Management’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
2023
Q2
Sell
-4,200
Closed -$65.3K 655
2023
Q1
$65.3K Hold
4,200
﹤0.01% 1560
2022
Q4
$61.1K Buy
+4,200
New +$61.1K ﹤0.01% 1490