BOK Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-144
| Closed | -$1.23K | – | 1294 |
|
|
2023
Q4 | $1.23K | Buy |
+144
| New | +$1.23K | ﹤0.01% | 1141 |
|
|
2020
Q2 | – | Sell |
-4,181
| Closed | -$26K | – | 878 |
|
|
2020
Q1 | $26K | Buy |
4,181
+28
| +0.7% | +$174 | ﹤0.01% | 819 |
|
|
2019
Q4 | $103K | Hold |
4,153
| – | – | ﹤0.01% | 913 |
|
|
2019
Q3 | $101K | Hold |
4,153
| – | – | ﹤0.01% | 887 |
|
|
2019
Q2 | $103K | Buy |
+4,153
| New | +$103K | ﹤0.01% | 888 |
|