Cassady Schiller Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Cassady Schiller Wealth Management’s Portfolio ADX Stock Details ADX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$141K	Hold
2024 Q3	$151K	Hold
2024 Q2	$150K	Hold
2024 Q1	$137K	Hold
2023 Q4	$124K	Hold
2023 Q3	$116K	Hold
2023 Q2	$118K	Buy
2023 Q1	–	Sell
2022 Q4	$102K	Buy