Crewe Advisors’s ADS-TEC Energy ADSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Hold |
5,000
| – | – | 0.01% | 263 |
|
|
2025
Q1 | $75K | Hold |
5,000
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $77.6K | Hold |
5,000
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $66.9K | Sell |
5,000
-5,000
| -50% | -$66.9K | 0.01% | 269 |
|
|
2024
Q2 | $126K | Sell |
10,000
-4,200
| -30% | -$52.7K | 0.01% | 240 |
|
|
2024
Q1 | $149K | Buy |
+14,200
| New | +$149K | 0.02% | 214 |
|