Carroll Financial Associates’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$102K Hold
2021
Q3
$104K Hold
2021
Q2
$104K Hold
2021
Q1
$96K Hold
2020
Q4
$91K Hold
2020
Q3
$85K Hold
2020
Q2
$78K Hold
2020
Q1
$66K Hold
2019
Q4
$83K Hold
2019
Q3
$83K Buy