Creative Financial Designs’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
$55 Sell
2025
Q2
$4.71K Sell
2025
Q1
$23.1K Buy
2024
Q4
$4.28K Sell
2024
Q3
$11K Sell
2024
Q2
$42.6K Buy
2024
Q1
$38.6K Sell
2023
Q4
$55K Buy
2023
Q3
$8.37K Buy
2023
Q2
$8.43K Buy