CWM
Circle Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,344
| Closed | -$269K | – | 197 |
|
|
2021
Q3 | $269K | Hold |
1,344
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $267K | Buy |
1,344
+24
| +2% | +$4.77K | 0.04% | 163 |
|
|
2021
Q1 | $249K | Buy |
1,320
+5
| +0.4% | +$943 | 0.04% | 153 |
|
|
2020
Q4 | $232K | Buy |
+1,315
| New | +$232K | 0.03% | 210 |
|