Chevy Chase Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $54K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $560K | Sell |
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|
2015
Q1 | $648K | Sell |
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|
2014
Q4 | $707K | Hold |
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|
2014
Q3 | $720K | Buy |
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|
2014
Q2 | $681K | Buy |
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|
2014
Q1 | $138K | Sell |
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|
2013
Q4 | $191K | Sell |
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|
2013
Q3 | $230K | Sell |
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|
2013
Q2 | $257K | Buy |
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