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Covestor’s Adams Diversified Equity Fund ADX Stock Holding History

Covestor’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
Q3 		– Sell
-10,418
Closed -$224K – 2151
2024
Q2 		$224K Hold
10,418
– – 0.14% 130
2024
Q1 		$203K Buy
+10,418
New +$203K 0.13% 158