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Client First Capital’s Adams Diversified Equity Fund ADX Stock Holding History

Client First Capital’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,980
Closed -$301K – 15
2023
Q4 		$301K Hold
16,980
– – 0.22% 20
2023
Q3 		$283K Hold
16,980
– – 0.2% 19
2023
Q2 		$285K Hold
16,980
– – 0.21% 20
2023
Q1 		$264K Buy
+16,980
New +$264K 0.2% 20