BerganKDV Wealth Management’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $104 | Hold |
10
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $100 | Hold |
10
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q4 | $104 | Hold |
10
| – | – | ﹤0.01% | 1021 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1031 |
|
|
2022
Q2 | $0 | Buy |
10
+8
| +400% | – | ﹤0.01% | 1033 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1108 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 977 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 999 |
|
|
2020
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 983 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 982 |
|