Cherry Tree Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47K | Hold |
252
| – | – | ﹤0.01% | 465 |
|
|
2025
Q1 | $4.79K | Hold |
252
| – | – | ﹤0.01% | 536 |
|
|
2024
Q4 | $5.09K | Hold |
252
| – | – | ﹤0.01% | 474 |
|
|
2024
Q3 | $5.43K | Hold |
252
| – | – | ﹤0.01% | 475 |
|
|
2024
Q2 | $5.42K | Hold |
252
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $4.92K | Hold |
252
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $4.46K | Hold |
252
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $4.19K | Hold |
252
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $4.24K | Buy |
+252
| New | +$4.24K | ﹤0.01% | 424 |
|