CWM
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Collaborative Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Collaborative Wealth Management’s Portfolio ADX Stock Details ADX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-18,065
Closed -$277K – 170
2022
Q2 		$277K Buy
+18,065
New +$277K 0.18% 144
2021
Q4 		$351K Buy
+18,065
New +$351K 0.19% 145
2021
Q1 		$333K Buy
+18,065
New +$333K 0.19% 145