CWA
ADT
Constellation Wealth Advisors’s ADT CORP ADT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q1 | – | Sell |
-133,750
| Closed | -$5.41M | – | 209 |
|
|
2013
Q4 | $5.41M | Buy |
133,750
+6,363
| +5% | +$258K | 0.52% | 50 |
|
|
2013
Q3 | $5.18M | Buy |
127,387
+7,154
| +6% | +$291K | 0.59% | 45 |
|
|
2013
Q2 | $4.79M | Buy |
+120,233
| New | +$4.79M | 0.57% | 46 |
|