BWAM
Boyd Watterson Asset Management’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51K | Hold |
300
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $5.7K | Hold |
300
| – | – | ﹤0.01% | 328 |
|
|
2024
Q4 | $6.06K | Hold |
300
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $6.47K | Hold |
300
| – | – | ﹤0.01% | 330 |
|
|
2024
Q2 | $6.45K | Hold |
300
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $5.86K | Buy |
+300
| New | +$5.86K | ﹤0.01% | 335 |
|