Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.09K | Hold |
456
| – | – | ﹤0.01% | 152 |
|
|
2022
Q4 | $6.63K | Hold |
456
| – | – | ﹤0.01% | 170 |
|
|
2022
Q3 | $7K | Hold |
456
| – | – | ﹤0.01% | 153 |
|
|
2022
Q2 | $7K | Hold |
456
| – | – | ﹤0.01% | 161 |
|
|
2022
Q1 | $8K | Hold |
456
| – | – | ﹤0.01% | 173 |
|
|
2021
Q4 | $9K | Hold |
456
| – | – | ﹤0.01% | 178 |
|
|
2021
Q3 | $9K | Hold |
456
| – | – | ﹤0.01% | 166 |
|
|
2021
Q2 | $9K | Hold |
456
| – | – | ﹤0.01% | 168 |
|
|
2021
Q1 | $8K | Hold |
456
| – | – | ﹤0.01% | 157 |
|
|
2020
Q4 | $8K | Buy |
+456
| New | +$8K | 0.01% | 151 |
|