Cetera Investment Advisers’s Adamas Trust ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $78.7K | Sell |
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|
2025
Q3 | $87.4K | Buy |
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|
2025
Q2 | $76.4K | Buy |
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|
2025
Q1 | $73.6K | Sell |
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|
2024
Q4 | $71.8K | Sell |
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|
2024
Q3 | $80K | Sell |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $92.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $68K | Buy |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $62K | Sell |
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|
2021
Q3 | $91K | Sell |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $193K | Buy |
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|
2020
Q4 | $75K | Buy |
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