CRA Financial Services’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Hold |
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|
2025
Q2 | $217K | Hold |
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|
2025
Q1 | $190K | Hold |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $195K | Hold |
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|
2023
Q4 | $177K | Hold |
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|
2023
Q3 | $166K | Hold |
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|
2023
Q2 | $168K | Sell |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $280K | Buy |
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