CIBC Private Wealth Group’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2K | Buy |
976
+975
| +97,500% | +$21.2K | ﹤0.01% | 1991 |
|
|
2025
Q1 | $17 | Sell |
1
-1,526
| -100% | -$25.9K | ﹤0.01% | 3035 |
|
|
2024
Q4 | $31.2K | Buy |
+1,527
| New | +$31.2K | ﹤0.01% | 1875 |
|
|
2018
Q1 | – | Sell |
-677
| Closed | -$10K | – | 1925 |
|
|
2017
Q4 | $10K | Buy |
+677
| New | +$10K | ﹤0.01% | 1540 |
|