CWM
Confluence Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $256K | Buy |
+6,230
| New | +$256K | 0.13% | 111 |
|
|
2020
Q1 | – | Sell |
-6,230
| Closed | -$289K | – | 103 |
|
|
2019
Q4 | $289K | Hold |
6,230
| – | – | 0.13% | 109 |
|
|
2019
Q3 | $256K | Buy |
6,230
+379
| +6% | +$15.6K | 0.13% | 111 |
|
|
2019
Q2 | $239K | Sell |
5,851
-179
| -3% | -$7.31K | 0.12% | 112 |
|
|
2019
Q1 | $260K | Buy |
+6,030
| New | +$260K | 0.13% | 108 |
|