CFFP
ADAM

Center for Financial Planning’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History

Center for Financial Planning’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$2K – 557
2021
Q3 		$2K Buy
+100
New +$2K ﹤0.01% 460